Integrated Wealth Management (Palm Desert)’s iShares US Healthcare ETF IYH Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-1,330	Closed	-$40K	–	642
2016 Q3	$40K	Sell	1,330 -125	-9%	-$3.82K	0.01%	452
2016 Q2	$43K	Sell	1,455 -1,025	-41%	-$29.9K	0.02%	434
2016 Q1	$70K	Buy	2,480 +430	+21%	+$11.9K	0.03%	339
2015 Q4	$62K	Buy	2,050 +130	+7%	+$3.87K	0.03%	351
2015 Q3	$54K	Buy	1,920 +5	+0.3%	+$156	0.02%	369
2015 Q2	$61K	Sell	1,915 -335	-15%	-$10.5K	0.02%	355
2015 Q1	$69K	Buy	+2,250	New	+$67.9K	0.03%	334

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IYH Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares US Healthcare ETF (IYH) in Q4 2016, closing a stake of 1,330 shares — an estimated $40K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IYH in Q1 2015 and held it in 7 quarters. The position peaked at $70K in Q1 2016. 190 funds tracked by Wall St. Rank hold IYH as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares US Healthcare ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,330 iShares US Healthcare ETF shares in Q4 2016, an estimated $40K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares US Healthcare ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s iShares US Healthcare ETF position peaked at $70K in Q1 2016.
190 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.