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

MinichMacGregor 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	-300	Closed	-$12K	–	299
2018 Q3	$12K	Hold	300	–	–	0.01%	297
2018 Q2	$10K	Hold	300	–	–	0.01%	302
2018 Q1	$10K	Hold	300	–	–	0.01%	306
2017 Q4	$10K	Hold	300	–	–	0.01%	300
2017 Q3	$10K	Hold	300	–	–	0.01%	286
2017 Q2	$9K	Hold	300	–	–	0.01%	289
2017 Q1	$9K	Hold	300	–	–	0.01%	289
2016 Q4	$8K	Sell	300 -405	-57%	-$11.7K	0.01%	289
2016 Q3	$21K	Sell	705 -180	-20%	-$5.5K	0.02%	179
2016 Q2	$26K	Sell	885 -5	-0.6%	-$146	0.02%	157
2016 Q1	$25K	Buy	+890	New	+$24.6K	0.02%	154

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

MinichMacGregor Wealth Management's IYH Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q4 2018, closing a stake of 300 shares — an estimated $12K sold.

MinichMacGregor Wealth Management first reported a position in IYH in Q1 2016 and held it in 11 quarters. The position peaked at $26K in Q2 2016. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining iShares US Healthcare ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 300 iShares US Healthcare ETF shares in Q4 2018, an estimated $12K.
MinichMacGregor Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2016 and held it in 11 quarters.
MinichMacGregor Wealth Management's iShares US Healthcare ETF position peaked at $26K in Q2 2016.
289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.