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Garrett Wealth Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

Garrett Wealth Advisory 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
Q4 		– Sell
-2,310
Closed -$87.3K – 355
2019
Q3 		$87.3K Buy
+2,310
New +$88.9K 0.06% 93

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Garrett Wealth Advisory Group's IYH Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares US Healthcare ETF (IYH) in Q4 2019, closing a stake of 2,310 shares — an estimated $87.3K sold.

Garrett Wealth Advisory Group first reported a position in IYH in Q3 2019 and held it in 1 quarter. The position peaked at $87.3K in Q3 2019. 324 funds tracked by Wall St. Rank hold IYH as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares US Healthcare ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 2,310 iShares US Healthcare ETF shares in Q4 2019, an estimated $87.3K.
  • Garrett Wealth Advisory Group first reported a position in iShares US Healthcare ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares US Healthcare ETF position peaked at $87.3K in Q3 2019.
  • 324 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.