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Mosaic Family Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Mosaic Family Wealth’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
Q3 		– Sell
-650
Closed -$23K – 665
2018
Q2 		$23K Hold
650
– – 0.01% 445
2018
Q1 		$22K Hold
650
– – 0.01% 418
2017
Q4 		$23K Buy
+650
New +$22.6K 0.01% 429

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mosaic Family Wealth's IYH Position: Q3 2018 in Review

Mosaic Family Wealth sold out of iShares US Healthcare ETF (IYH) in Q3 2018, closing a stake of 650 shares — an estimated $23K sold.

Mosaic Family Wealth first reported a position in IYH in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q2 2018. 270 funds tracked by Wall St. Rank hold IYH as of Q3 2018.

  • Mosaic Family Wealth reported no remaining iShares US Healthcare ETF position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 650 iShares US Healthcare ETF shares in Q3 2018, an estimated $23K.
  • Mosaic Family Wealth first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 3 quarters.
  • Mosaic Family Wealth's iShares US Healthcare ETF position peaked at $23K in Q2 2018.
  • 270 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.