Invesco
IYH icon

Invesco’s iShares US Healthcare ETF IYH Stock Holding History

Invesco’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
2014
Q1 		– Sell
-1,500
Closed -$35K – 4191
2013
Q4 		$35K Sell
1,500
-500
-25% -$11.2K ﹤0.01% 4122
2013
Q3 		$43K Hold
2,000
– – ﹤0.01% 4099
2013
Q2 		$40K Buy
+2,000
New +$40.2K ﹤0.01% 4072

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Invesco's IYH Position: Q1 2014 in Review

Invesco sold out of iShares US Healthcare ETF (IYH) in Q1 2014, closing a stake of 1,500 shares — an estimated $35K sold.

Invesco first reported a position in IYH in Q2 2013 and held it in 3 quarters. The position peaked at $43K in Q3 2013. 168 funds tracked by Wall St. Rank hold IYH as of Q1 2014.

  • Invesco reported no remaining iShares US Healthcare ETF position as of Q1 2014 after selling out during the quarter.
  • Invesco sold 1,500 iShares US Healthcare ETF shares in Q1 2014, an estimated $35K.
  • Invesco first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 3 quarters.
  • Invesco's iShares US Healthcare ETF position peaked at $43K in Q3 2013.
  • 168 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2014.

Based on Invesco's 13F filing for Q1 2014, filed 15 May 2014.