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Quantum Capital Management (California)’s iShares US Healthcare ETF IYH Stock Holding History

Quantum Capital Management (California)’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
Q3 		$73K Hold
1,625
– – 0.08% 144
2020
Q2 		$70K Hold
1,625
– – 0.04% 204
2020
Q1 		$61K Hold
1,625
– – 0.04% 212
2019
Q4 		$70K Hold
1,625
– – 0.03% 229
2019
Q3 		$61K Buy
+1,625
New +$62.5K 0.03% 244
2014
Q1 		– Sell
-2,925
Closed -$68K – 204
2013
Q4 		$68K Buy
+2,925
New +$65.8K 0.01% 183

Other funds holding IYH

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Quantum Capital Management (California)'s IYH Position: Q3 2020 in Review

Quantum Capital Management (California) held its iShares US Healthcare ETF (IYH) position steady in Q3 2020 at 1,625 shares worth $73K. The position accounts for 0.08% of the portfolio, ranked #144.

Quantum Capital Management (California) first reported a position in IYH in Q4 2013 and has held it in 6 quarters since. 331 funds tracked by Wall St. Rank hold IYH as of Q3 2020.

  • Quantum Capital Management (California) held 1,625 shares of iShares US Healthcare ETF worth $73K as of Q3 2020.
  • Quantum Capital Management (California) left its iShares US Healthcare ETF share count unchanged in Q3 2020.
  • iShares US Healthcare ETF made up 0.08% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #144 holding.
  • Quantum Capital Management (California) first reported a position in iShares US Healthcare ETF in Q4 2013 and has held it in 6 quarters since.
  • 331 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.