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

Institute for 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
2020 Q1	–	Sell	-600	Closed	-$26K	–	551
2019 Q4	$26K	Buy	+600	New	+$24.2K	0.01%	548
2014 Q4	–	Sell	-295	Closed	-$8K	–	41
2014 Q3	$8K	Hold	295	–	–	0.01%	51
2014 Q2	$8K	Sell	295 -89,635	-100%	-$2.21M	0.01%	49
2014 Q1	$2.21M	Buy	89,930 +6,840	+8%	+$166K	1.9%	20
2013 Q4	$1.94M	Sell	83,090 -143,755	-63%	-$3.23M	1.39%	25
2013 Q3	$4.85M	Buy	226,845 +127,645	+129%	+$2.71M	3.34%	12
2013 Q2	$1.99M	Buy	+99,200	New	+$2M	1.6%	26

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Institute for Wealth Management's IYH Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2020, closing a stake of 600 shares — an estimated $26K sold.

Institute for Wealth Management first reported a position in IYH in Q2 2013 and held it in 7 quarters. The position peaked at $4.85M in Q3 2013. 304 funds tracked by Wall St. Rank hold IYH as of Q1 2020.

Institute for Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 600 iShares US Healthcare ETF shares in Q1 2020, an estimated $26K.
Institute for Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 7 quarters.
Institute for Wealth Management's iShares US Healthcare ETF position peaked at $4.85M in Q3 2013.
304 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.