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Horan Securities’s iShares US Healthcare ETF IYH Stock Holding History

Horan Securities’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
-260
Closed -$10K – 136
2019
Q3 		$10K Hold
260
– – 0.01% 159
2019
Q2 		$10K Hold
260
– – 0.01% 172
2019
Q1 		$10K Buy
+260
New +$9.88K 0.01% 143

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

Horan Securities's IYH Position: Q4 2019 in Review

Horan Securities sold out of iShares US Healthcare ETF (IYH) in Q4 2019, closing a stake of 260 shares — an estimated $10K sold.

Horan Securities first reported a position in IYH in Q1 2019 and held it in 3 quarters. The position peaked at $10K in Q3 2019. 324 funds tracked by Wall St. Rank hold IYH as of Q4 2019.

  • Horan Securities reported no remaining iShares US Healthcare ETF position as of Q4 2019 after selling out during the quarter.
  • Horan Securities sold 260 iShares US Healthcare ETF shares in Q4 2019, an estimated $10K.
  • Horan Securities first reported a position in iShares US Healthcare ETF in Q1 2019 and held it in 3 quarters.
  • Horan Securities's iShares US Healthcare ETF position peaked at $10K in Q3 2019.
  • 324 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2019.

Based on Horan Securities's 13F filing for Q4 2019, filed 5 Feb 2020.