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Grimes & Company’s iShares US Healthcare ETF IYH Stock Holding History

Grimes & Company’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
Q2 		– Sell
-388,365
Closed -$15.1M – 256
2019
Q1 		$15.1M Buy
388,365
+50,920
+15% +$1.93M 1.18% 23
2018
Q4 		$12.2M Buy
+337,445
New +$12.9M 1.19% 14
2018
Q2 		– Sell
-119,170
Closed -$4.11M – 244
2018
Q1 		$4.11M Sell
119,170
-383,490
-76% -$13.8M 0.4% 67
2017
Q4 		$17.5M Buy
502,660
+387,010
+335% +$13.4M 1.69% 16
2017
Q3 		$3.98M Buy
+115,650
New +$3.9M 0.42% 66
2016
Q4 		– Sell
-46,420
Closed -$1.39M – 211
2016
Q3 		$1.39M Buy
+46,420
New +$1.42M 0.19% 96

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grimes & Company's IYH Position: Q2 2019 in Review

Grimes & Company sold out of iShares US Healthcare ETF (IYH) in Q2 2019, closing a stake of 388,365 shares — an estimated $15.1M sold.

Grimes & Company first reported a position in IYH in Q3 2016 and held it in 6 quarters. The position peaked at $17.5M in Q4 2017. 289 funds tracked by Wall St. Rank hold IYH as of Q2 2019.

  • Grimes & Company reported no remaining iShares US Healthcare ETF position as of Q2 2019 after selling out during the quarter.
  • Grimes & Company sold 388,365 iShares US Healthcare ETF shares in Q2 2019, an estimated $15.1M.
  • Grimes & Company first reported a position in iShares US Healthcare ETF in Q3 2016 and held it in 6 quarters.
  • Grimes & Company's iShares US Healthcare ETF position peaked at $17.5M in Q4 2017.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2019.

Based on Grimes & Company's 13F filing for Q2 2019, filed 30 Jul 2019.