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

MBE 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
2020
Q2 		– Sell
-1,775
Closed -$66K – 291
2020
Q1 		$66K Buy
+1,775
New +$73K 0.06% 96

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MBE Wealth Management's IYH Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2020, closing a stake of 1,775 shares — an estimated $66K sold.

MBE Wealth Management first reported a position in IYH in Q1 2020 and held it in 1 quarter. The position peaked at $66K in Q1 2020. 329 funds tracked by Wall St. Rank hold IYH as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,775 iShares US Healthcare ETF shares in Q2 2020, an estimated $66K.
  • MBE Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares US Healthcare ETF position peaked at $66K in Q1 2020.
  • 329 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.