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Jackson Square Capital’s iShares US Healthcare ETF IYH Stock Holding History

Jackson Square Capital’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
Q4 		– Sell
-210
Closed -$10K – 248
2020
Q3 		$10K Hold
210
– – ﹤0.01% 264
2020
Q2 		$9K Sell
210
-100
-32% -$4.22K ﹤0.01% 248
2020
Q1 		$12K Hold
310
– – 0.01% 206
2019
Q4 		$13K Buy
+310
New +$12.5K 0.01% 244

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jackson Square Capital's IYH Position: Q4 2020 in Review

Jackson Square Capital sold out of iShares US Healthcare ETF (IYH) in Q4 2020, closing a stake of 210 shares — an estimated $10K sold.

Jackson Square Capital first reported a position in IYH in Q4 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 376 funds tracked by Wall St. Rank hold IYH as of Q4 2020.

  • Jackson Square Capital reported no remaining iShares US Healthcare ETF position as of Q4 2020 after selling out during the quarter.
  • Jackson Square Capital sold 210 iShares US Healthcare ETF shares in Q4 2020, an estimated $10K.
  • Jackson Square Capital first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 4 quarters.
  • Jackson Square Capital's iShares US Healthcare ETF position peaked at $13K in Q4 2019.
  • 376 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.