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Monroe Bank & Trust’s iShares US Healthcare ETF IYH Stock Holding History

Monroe Bank & Trust’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
2019
Q2 		$772K Sell
19,755
-155
-0.8% -$5.87K 0.26% 65
2019
Q1 		$772K Sell
19,910
-985
-5% -$37.4K 0.25% 66
2018
Q4 		$756K Sell
20,895
-1,700
-8% -$65.1K 0.25% 61
2018
Q3 		$917K Buy
22,595
+130
+0.6% +$5.01K 0.28% 59
2018
Q2 		$801K Sell
22,465
-160
-0.7% -$5.64K 0.25% 62
2018
Q1 		$781K Sell
22,625
-130
-0.6% -$4.68K 0.25% 65
2017
Q4 		$793K Sell
22,755
-5
-0% -$174 0.25% 66
2017
Q3 		$782K Sell
22,760
-75
-0.3% -$2.53K 0.26% 65
2017
Q2 		$759K Hold
22,835
– – 0.25% 66
2017
Q1 		$711K Sell
22,835
-750
-3% -$22.9K 0.24% 69
2016
Q4 		$680K Sell
23,585
-250
-1% -$7.25K 0.23% 71
2016
Q3 		$670K Sell
23,835
-1,225
-5% -$37.4K 0.24% 70
2016
Q2 		$743K Sell
25,060
-515
-2% -$15K 0.26% 71
2016
Q1 		$719K Buy
25,575
+925
+4% +$25.6K 0.25% 72
2015
Q4 		$739K Sell
24,650
-1,525
-6% -$45.3K 0.27% 74
2015
Q3 		$733K Sell
26,175
-250
-0.9% -$7.78K 0.27% 78
2015
Q2 		$839K Sell
26,425
-2,550
-9% -$80.2K 0.28% 78
2015
Q1 		$895K Sell
28,975
-1,725
-6% -$52.1K 0.31% 77
2014
Q4 		$885K Buy
30,700
+1,725
+6% +$48.6K 0.3% 74
2014
Q3 		$779K Sell
28,975
-5,025
-15% -$132K 0.28% 75
2014
Q2 		$872K Sell
34,000
-725
-2% -$17.9K 0.29% 72
2014
Q1 		$854K Sell
34,725
-1,030
-3% -$25.1K 0.29% 76
2013
Q4 		$833K Buy
35,755
+755
+2% +$17K 0.32% 73
2013
Q3 		$748K Sell
35,000
-1,950
-5% -$41.4K 0.31% 77
2013
Q2 		$741K Buy
+36,950
New +$743K 0.33% 71

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Monroe Bank & Trust's IYH Position: Q2 2019 in Review

Monroe Bank & Trust reduced its iShares US Healthcare ETF (IYH) stake by 0.78% in Q2 2019, selling an estimated $5.87K and leaving 19,755 shares worth $772K. The position accounts for 0.26% of the portfolio, ranked #65.

Monroe Bank & Trust first reported a position in IYH in Q2 2013 and has held it in 25 quarters since. The position peaked at $917K in Q3 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q2 2019.

  • Monroe Bank & Trust held 19,755 shares of iShares US Healthcare ETF worth $772K as of Q2 2019.
  • Monroe Bank & Trust sold 155 iShares US Healthcare ETF shares in Q2 2019, an estimated $5.87K.
  • iShares US Healthcare ETF made up 0.26% of Monroe Bank & Trust's portfolio in Q2 2019, its #65 holding.
  • Monroe Bank & Trust first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 25 quarters since.
  • Monroe Bank & Trust's iShares US Healthcare ETF position peaked at $917K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2019.

Based on Monroe Bank & Trust's 13F filing for Q2 2019, filed 29 Jul 2019.