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

Piershale 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
2017
Q3 		– Sell
-255,275
Closed -$7.95M – 29
2017
Q2 		$7.95M Hold
255,275
– – 5.11% 11
2017
Q1 		$7.95M Buy
+255,275
New +$7.79M 5.11% 11

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Piershale Financial Group's IYH Position: Q3 2017 in Review

Piershale Financial Group sold out of iShares US Healthcare ETF (IYH) in Q3 2017, closing a stake of 255,275 shares — an estimated $7.95M sold.

Piershale Financial Group first reported a position in IYH in Q1 2017 and held it in 2 quarters. The position peaked at $7.95M in Q2 2017. 220 funds tracked by Wall St. Rank hold IYH as of Q3 2017.

  • Piershale Financial Group reported no remaining iShares US Healthcare ETF position as of Q3 2017 after selling out during the quarter.
  • Piershale Financial Group sold 255,275 iShares US Healthcare ETF shares in Q3 2017, an estimated $7.95M.
  • Piershale Financial Group first reported a position in iShares US Healthcare ETF in Q1 2017 and held it in 2 quarters.
  • Piershale Financial Group's iShares US Healthcare ETF position peaked at $7.95M in Q2 2017.
  • 220 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2017.

Based on Piershale Financial Group's 13F filing for Q3 2017, filed 19 Oct 2017.