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

Northwest 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
2019 Q2	–	Sell	-320	Closed	-$12K	–	309
2019 Q1	$12K	Hold	320	–	–	0.01%	329
2018 Q4	$12K	Hold	320	–	–	0.01%	315
2018 Q3	$13K	Hold	320	–	–	0.01%	334
2018 Q2	$11K	Hold	320	–	–	0.01%	338
2018 Q1	$11K	Buy	+320	New	+$11.5K	0.01%	344

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest Wealth Management's IYH Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2019, closing a stake of 320 shares — an estimated $12K sold.

Northwest Wealth Management first reported a position in IYH in Q1 2018 and held it in 5 quarters. The position peaked at $13K in Q3 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q2 2019.

Northwest Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 320 iShares US Healthcare ETF shares in Q2 2019, an estimated $12K.
Northwest Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's iShares US Healthcare ETF position peaked at $13K in Q3 2018.
289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.