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Gupta Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-545
Closed -$15K – 1308
2015
Q3 		$15K Sell
545
-1,180
-68% -$36.7K ﹤0.01% 784
2015
Q2 		$55K Hold
1,725
– – 0.01% 449
2015
Q1 		$53K Buy
+1,725
New +$52.1K 0.02% 393

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Gupta Wealth Management's IYH Position: Q4 2015 in Review

Gupta Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q4 2015, closing a stake of 545 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in IYH in Q1 2015 and held it in 3 quarters. The position peaked at $55K in Q2 2015. 187 funds tracked by Wall St. Rank hold IYH as of Q4 2015.

  • Gupta Wealth Management reported no remaining iShares US Healthcare ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 545 iShares US Healthcare ETF shares in Q4 2015, an estimated $15K.
  • Gupta Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's iShares US Healthcare ETF position peaked at $55K in Q2 2015.
  • 187 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.