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FundX Investment Group’s iShares US Healthcare ETF IYH Stock Holding History

FundX Investment Group’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-109,105
Closed -$3.94M – 54
2018
Q4 		$3.94M Buy
+109,105
New +$4.18M 1.47% 19
2013
Q4 		– Sell
-35,000
Closed -$748K – 27
2013
Q3 		$748K Hold
35,000
– – 0.3% 17
2013
Q2 		$701K Buy
+35,000
New +$704K 0.3% 20

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

FundX Investment Group's IYH Position: Q1 2019 in Review

FundX Investment Group sold out of iShares US Healthcare ETF (IYH) in Q1 2019, closing a stake of 109,105 shares — an estimated $3.94M sold.

FundX Investment Group first reported a position in IYH in Q2 2013 and held it in 3 quarters. The position peaked at $3.94M in Q4 2018. 293 funds tracked by Wall St. Rank hold IYH as of Q1 2019.

  • FundX Investment Group reported no remaining iShares US Healthcare ETF position as of Q1 2019 after selling out during the quarter.
  • FundX Investment Group sold 109,105 iShares US Healthcare ETF shares in Q1 2019, an estimated $3.94M.
  • FundX Investment Group first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 3 quarters.
  • FundX Investment Group's iShares US Healthcare ETF position peaked at $3.94M in Q4 2018.
  • 293 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2019.

Based on FundX Investment Group's 13F filing for Q1 2019, filed 10 May 2019.