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Private Capital Group’s iShares US Healthcare ETF IYH Stock Holding History

Private Capital 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
2019
Q4 		– Sell
-500
Closed -$19K – 2082
2019
Q3 		$19K Hold
500
– – ﹤0.01% 1205
2019
Q2 		$18K Sell
500
-760
-60% -$28.8K ﹤0.01% 1135
2019
Q1 		$49K Sell
1,260
-765
-38% -$29.1K 0.01% 787
2018
Q4 		$74K Buy
2,025
+215
+12% +$8.24K 0.02% 482
2018
Q3 		$73K Buy
1,810
+1,310
+262% +$50.5K 0.01% 554
2018
Q2 		$17K Hold
500
– – ﹤0.01% 1186
2018
Q1 		$17K Hold
500
– – ﹤0.01% 1147
2017
Q4 		$17 Buy
+500
New +$17.4K ﹤0.01% 1138

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Private Capital Group's IYH Position: Q4 2019 in Review

Private Capital Group sold out of iShares US Healthcare ETF (IYH) in Q4 2019, closing a stake of 500 shares — an estimated $19K sold.

Private Capital Group first reported a position in IYH in Q4 2017 and held it in 8 quarters. The position peaked at $74K in Q4 2018. 324 funds tracked by Wall St. Rank hold IYH as of Q4 2019.

  • Private Capital Group reported no remaining iShares US Healthcare ETF position as of Q4 2019 after selling out during the quarter.
  • Private Capital Group sold 500 iShares US Healthcare ETF shares in Q4 2019, an estimated $19K.
  • Private Capital Group first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 8 quarters.
  • Private Capital Group's iShares US Healthcare ETF position peaked at $74K in Q4 2018.
  • 324 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.