Kiley Juergens Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-250	Closed	-$10K	–	355
2018 Q3	$10K	Hold	250	–	–	0.01%	467
2018 Q2	$8K	Buy	+250	New	+$8.81K	0.01%	448
2018 Q1	–	Sell	-250	Closed	-$8K	–	353
2017 Q4	$8K	Buy	+250	New	+$8.68K	0.01%	490

Other funds holding IYH

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiley Juergens Wealth Management's IYH Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q4 2018, closing a stake of 250 shares — an estimated $10K sold.

Kiley Juergens Wealth Management first reported a position in IYH in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining iShares US Healthcare ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 250 iShares US Healthcare ETF shares in Q4 2018, an estimated $10K.
Kiley Juergens Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's iShares US Healthcare ETF position peaked at $10K in Q3 2018.
289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.