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LVZ Inc’s iShares US Healthcare ETF IYH Stock Holding History

LVZ Inc’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
2015
Q3 		– Sell
-270,125
Closed -$8.88M – 50
2015
Q2 		$8.88M Buy
270,125
+10,540
+4% +$332K 4.94% 11
2015
Q1 		$8.01M Sell
259,585
-17,405
-6% -$526K 4.66% 11
2014
Q4 		$7.99M Sell
276,990
-4,025
-1% -$113K 5.91% 9
2014
Q3 		$7.55M Buy
281,015
+8,865
+3% +$234K 5.62% 11
2014
Q2 		$6.98M Sell
272,150
-29,345
-10% -$725K 5.17% 11
2014
Q1 		$7.42M Sell
301,495
-5,320
-2% -$129K 5.94% 9
2013
Q4 		$7.15M Buy
+306,815
New +$6.9M 5.86% 9

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

LVZ Inc's IYH Position: Q3 2015 in Review

LVZ Inc sold out of iShares US Healthcare ETF (IYH) in Q3 2015, closing a stake of 270,125 shares — an estimated $8.88M sold.

LVZ Inc first reported a position in IYH in Q4 2013 and held it in 7 quarters. The position peaked at $8.88M in Q2 2015. 188 funds tracked by Wall St. Rank hold IYH as of Q3 2015.

  • LVZ Inc reported no remaining iShares US Healthcare ETF position as of Q3 2015 after selling out during the quarter.
  • LVZ Inc sold 270,125 iShares US Healthcare ETF shares in Q3 2015, an estimated $8.88M.
  • LVZ Inc first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 7 quarters.
  • LVZ Inc's iShares US Healthcare ETF position peaked at $8.88M in Q2 2015.
  • 188 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2015.

Based on LVZ Inc's 13F filing for Q3 2015, filed 20 Oct 2015.