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Mader & Shannon Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Mader & Shannon 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
2015
Q2 		– Sell
-255,835
Closed -$7.9M – 16
2015
Q1 		$7.9M Buy
+255,835
New +$7.73M 5.3% 5

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

Mader & Shannon Wealth Management's IYH Position: Q2 2015 in Review

Mader & Shannon Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2015, closing a stake of 255,835 shares — an estimated $7.9M sold.

Mader & Shannon Wealth Management first reported a position in IYH in Q1 2015 and held it in 1 quarter. The position peaked at $7.9M in Q1 2015. 196 funds tracked by Wall St. Rank hold IYH as of Q2 2015.

  • Mader & Shannon Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2015 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 255,835 iShares US Healthcare ETF shares in Q2 2015, an estimated $7.9M.
  • Mader & Shannon Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2015 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's iShares US Healthcare ETF position peaked at $7.9M in Q1 2015.
  • 196 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2015.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2015, filed 24 Jul 2015.