PFG
IYH icon

Pacific Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-17,430
Closed -$502K – 116
2014
Q4 		$502K Buy
+17,430
New +$491K 0.15% 32
2014
Q2 		– Sell
-31,765
Closed -$782K – 56
2014
Q1 		$782K Sell
31,765
-3,030
-9% -$73.7K 0.33% 23
2013
Q4 		$811K Sell
34,795
-830
-2% -$18.7K 1.56% 19
2013
Q3 		$761K Buy
35,625
+1,305
+4% +$27.7K 0.54% 25
2013
Q2 		$687K Buy
+34,320
New +$690K 1.5% 18

Other funds holding IYH

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Pacific Financial Group's IYH Position: Q1 2015 in Review

Pacific Financial Group sold out of iShares US Healthcare ETF (IYH) in Q1 2015, closing a stake of 17,430 shares — an estimated $502K sold.

Pacific Financial Group first reported a position in IYH in Q2 2013 and held it in 5 quarters. The position peaked at $811K in Q4 2013. 207 funds tracked by Wall St. Rank hold IYH as of Q1 2015.

  • Pacific Financial Group reported no remaining iShares US Healthcare ETF position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 17,430 iShares US Healthcare ETF shares in Q1 2015, an estimated $502K.
  • Pacific Financial Group first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 5 quarters.
  • Pacific Financial Group's iShares US Healthcare ETF position peaked at $811K in Q4 2013.
  • 207 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.