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Girard Partners’s iShares US Healthcare ETF IYH Stock Holding History

Girard Partners’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
2020
Q4 		– Sell
-5,295
Closed -$240K – 216
2020
Q3 		$240K Sell
5,295
-1,165
-18% -$52.7K 0.04% 193
2020
Q2 		$278K Hold
6,460
– – 0.05% 186
2020
Q1 		$242K Sell
6,460
-3,970
-38% -$163K 0.05% 193
2019
Q4 		$450K Hold
10,430
– – 0.07% 161
2019
Q3 		$394K Buy
10,430
+150
+1% +$5.77K 0.07% 158
2019
Q2 		$401K Sell
10,280
-60
-0.6% -$2.27K 0.07% 168
2019
Q1 		$400K Sell
10,340
-5,885
-36% -$224K 0.07% 166
2018
Q4 		$586K Buy
16,225
+4,975
+44% +$191K 0.12% 140
2018
Q3 		$456K Buy
11,250
+1,475
+15% +$56.9K 0.08% 160
2018
Q2 		$348K Sell
9,775
-17,795
-65% -$627K 0.07% 201
2018
Q1 		$952K Sell
27,570
-20,490
-43% -$737K 0.22% 104
2017
Q4 		$1.68M Buy
+48,060
New +$1.67M 0.32% 87
2017
Q1 		– Sell
-10,075
Closed -$290K – 235
2016
Q4 		$290K Buy
+10,075
New +$292K 0.08% 177

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Girard Partners's IYH Position: Q4 2020 in Review

Girard Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2020, closing a stake of 5,295 shares — an estimated $240K sold.

Girard Partners first reported a position in IYH in Q4 2016 and held it in 13 quarters. The position peaked at $1.68M in Q4 2017. 376 funds tracked by Wall St. Rank hold IYH as of Q4 2020.

  • Girard Partners reported no remaining iShares US Healthcare ETF position as of Q4 2020 after selling out during the quarter.
  • Girard Partners sold 5,295 iShares US Healthcare ETF shares in Q4 2020, an estimated $240K.
  • Girard Partners first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 13 quarters.
  • Girard Partners's iShares US Healthcare ETF position peaked at $1.68M in Q4 2017.
  • 376 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2020.

Based on Girard Partners's 13F filing for Q4 2020, filed 2 Feb 2021.