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Oak Grove Capital’s iShares US Healthcare ETF IYH Stock Holding History

Oak Grove 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
2019
Q4 		– Sell
-10,250
Closed -$388K – 77
2019
Q3 		$388K Hold
10,250
– – 0.17% 57
2019
Q2 		$400K Hold
10,250
– – 0.21% 58
2019
Q1 		$397K Hold
10,250
– – 0.25% 57
2018
Q4 		$371K Buy
+10,250
New +$393K 0.33% 45

Other funds holding IYH

Bank of America
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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Oak Grove Capital's IYH Position: Q4 2019 in Review

Oak Grove Capital sold out of iShares US Healthcare ETF (IYH) in Q4 2019, closing a stake of 10,250 shares — an estimated $388K sold.

Oak Grove Capital first reported a position in IYH in Q4 2018 and held it in 4 quarters. The position peaked at $400K in Q2 2019. 324 funds tracked by Wall St. Rank hold IYH as of Q4 2019.

  • Oak Grove Capital reported no remaining iShares US Healthcare ETF position as of Q4 2019 after selling out during the quarter.
  • Oak Grove Capital sold 10,250 iShares US Healthcare ETF shares in Q4 2019, an estimated $388K.
  • Oak Grove Capital first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 4 quarters.
  • Oak Grove Capital's iShares US Healthcare ETF position peaked at $400K in Q2 2019.
  • 324 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2019.

Based on Oak Grove Capital's 13F filing for Q4 2019, filed 5 Feb 2020.