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Paradigm Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Paradigm Financial Advisors’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
2014
Q2 		– Sell
-2,250
Closed -$55K – 141
2014
Q1 		$55K Sell
2,250
-1,055
-32% -$25.7K 0.05% 114
2013
Q4 		$77K Buy
+3,305
New +$74.3K 0.08% 110

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Paradigm Financial Advisors's IYH Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2014, closing a stake of 2,250 shares — an estimated $55K sold.

Paradigm Financial Advisors first reported a position in IYH in Q4 2013 and held it in 2 quarters. The position peaked at $77K in Q4 2013. 162 funds tracked by Wall St. Rank hold IYH as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 2,250 iShares US Healthcare ETF shares in Q2 2014, an estimated $55K.
  • Paradigm Financial Advisors first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's iShares US Healthcare ETF position peaked at $77K in Q4 2013.
  • 162 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.