KFS
IYH icon

KMS Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

KMS Financial Services’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
Q3 		$284K Buy
10,565
+1,425
+16% +$37.5K 0.04% 385
2014
Q2 		$234K Sell
9,140
-1,530
-14% -$37.8K 0.03% 452
2014
Q1 		$263K Buy
+10,670
New +$260K 0.04% 410
2013
Q4 		– Sell
-11,105
Closed -$238K – 541
2013
Q3 		$238K Buy
+11,105
New +$236K 0.06% 355

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KMS Financial Services's IYH Position: Q3 2014 in Review

KMS Financial Services increased its iShares US Healthcare ETF (IYH) stake by 16% in Q3 2014, buying an estimated $37.5K and bringing the position to 10,565 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #385.

KMS Financial Services first reported a position in IYH in Q3 2013 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold IYH as of Q3 2014.

  • KMS Financial Services held 10,565 shares of iShares US Healthcare ETF worth $284K as of Q3 2014.
  • KMS Financial Services bought 1,425 iShares US Healthcare ETF shares in Q3 2014, an estimated $37.5K.
  • iShares US Healthcare ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #385 holding.
  • KMS Financial Services first reported a position in iShares US Healthcare ETF in Q3 2013 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.