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Peachtree Investment Partners’s iShares US Healthcare ETF IYH Stock Holding History

Peachtree Investment Partners’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
2020
Q2 		– Sell
-210
Closed -$7K – 74
2020
Q1 		$7K Sell
210
-630
-75% -$25.9K 0.01% 65
2019
Q4 		$36K Buy
+840
New +$33.9K 0.02% 72

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peachtree Investment Partners's IYH Position: Q2 2020 in Review

Peachtree Investment Partners sold out of iShares US Healthcare ETF (IYH) in Q2 2020, closing a stake of 210 shares — an estimated $7K sold.

Peachtree Investment Partners first reported a position in IYH in Q4 2019 and held it in 2 quarters. The position peaked at $36K in Q4 2019. 329 funds tracked by Wall St. Rank hold IYH as of Q2 2020.

  • Peachtree Investment Partners reported no remaining iShares US Healthcare ETF position as of Q2 2020 after selling out during the quarter.
  • Peachtree Investment Partners sold 210 iShares US Healthcare ETF shares in Q2 2020, an estimated $7K.
  • Peachtree Investment Partners first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 2 quarters.
  • Peachtree Investment Partners's iShares US Healthcare ETF position peaked at $36K in Q4 2019.
  • 329 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2020.

Based on Peachtree Investment Partners's 13F filing for Q2 2020, filed 13 Aug 2020.