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NewSquare Capital’s iShares US Healthcare ETF IYH Stock Holding History

NewSquare Capital’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
Q2 		– Sell
-200
Closed -$7K – 327
2018
Q1 		$7K Buy
+200
New +$7.2K ﹤0.01% 246

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewSquare Capital's IYH Position: Q2 2018 in Review

NewSquare Capital sold out of iShares US Healthcare ETF (IYH) in Q2 2018, closing a stake of 200 shares — an estimated $7K sold.

NewSquare Capital first reported a position in IYH in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 240 funds tracked by Wall St. Rank hold IYH as of Q2 2018.

  • NewSquare Capital reported no remaining iShares US Healthcare ETF position as of Q2 2018 after selling out during the quarter.
  • NewSquare Capital sold 200 iShares US Healthcare ETF shares in Q2 2018, an estimated $7K.
  • NewSquare Capital first reported a position in iShares US Healthcare ETF in Q1 2018 and held it in 1 quarter.
  • NewSquare Capital's iShares US Healthcare ETF position peaked at $7K in Q1 2018.
  • 240 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2018.

Based on NewSquare Capital's 13F filing for Q2 2018, filed 23 Jul 2018.