GFPC
IYH icon

Global Financial Private Capital’s iShares US Healthcare ETF IYH Stock Holding History

Global Financial Private Capital’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
-6,210
Closed -$226K – 382
2018
Q4 		$226K Sell
6,210
-15,450
-71% -$592K 0.01% 315
2018
Q3 		$879K Sell
21,660
-6,050
-22% -$233K 0.03% 299
2018
Q2 		$987K Buy
27,710
+13,855
+100% +$488K 0.03% 278
2018
Q1 		$478K Buy
+13,855
New +$499K 0.02% 355

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Global Financial Private Capital's IYH Position: Q1 2019 in Review

Global Financial Private Capital sold out of iShares US Healthcare ETF (IYH) in Q1 2019, closing a stake of 6,210 shares — an estimated $226K sold.

Global Financial Private Capital first reported a position in IYH in Q1 2018 and held it in 4 quarters. The position peaked at $987K in Q2 2018. 293 funds tracked by Wall St. Rank hold IYH as of Q1 2019.

  • Global Financial Private Capital reported no remaining iShares US Healthcare ETF position as of Q1 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 6,210 iShares US Healthcare ETF shares in Q1 2019, an estimated $226K.
  • Global Financial Private Capital first reported a position in iShares US Healthcare ETF in Q1 2018 and held it in 4 quarters.
  • Global Financial Private Capital's iShares US Healthcare ETF position peaked at $987K in Q2 2018.
  • 293 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2019.

Based on Global Financial Private Capital's 13F filing for Q1 2019, filed 10 May 2019.