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Portfolio Strategies (Washington)’s iShares US Healthcare ETF IYH Stock Holding History

Portfolio Strategies (Washington)’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
Q4 		$534K Sell
18,515
-2,570
-12% -$72.4K 0.65% 24
2014
Q3 		$567K Buy
+21,085
New +$556K 0.65% 32
2014
Q2 		– Sell
-14,840
Closed -$365K – 51
2014
Q1 		$365K Buy
+14,840
New +$361K 0.42% 44

Other funds holding IYH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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

Portfolio Strategies (Washington)'s IYH Position: Q4 2014 in Review

Portfolio Strategies (Washington) reduced its iShares US Healthcare ETF (IYH) stake by 12% in Q4 2014, selling an estimated $72.4K and leaving 18,515 shares worth $534K. The position accounts for 0.65% of the portfolio, ranked #24.

Portfolio Strategies (Washington) first reported a position in IYH in Q1 2014 and has held it in 3 quarters since. The position peaked at $567K in Q3 2014. 191 funds tracked by Wall St. Rank hold IYH as of Q4 2014.

  • Portfolio Strategies (Washington) held 18,515 shares of iShares US Healthcare ETF worth $534K as of Q4 2014.
  • Portfolio Strategies (Washington) sold 2,570 iShares US Healthcare ETF shares in Q4 2014, an estimated $72.4K.
  • iShares US Healthcare ETF made up 0.65% of Portfolio Strategies (Washington)'s portfolio in Q4 2014, its #24 holding.
  • Portfolio Strategies (Washington) first reported a position in iShares US Healthcare ETF in Q1 2014 and has held it in 3 quarters since.
  • Portfolio Strategies (Washington)'s iShares US Healthcare ETF position peaked at $567K in Q3 2014.
  • 191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2014.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2014, filed 9 Feb 2015.