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Rand Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Rand Wealth’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
2018
Q3 		$337K Hold
8,310
– – 0.04% 193
2018
Q2 		$296K Hold
8,310
– – 0.03% 201
2018
Q1 		$287K Hold
8,310
– – 0.03% 200
2017
Q4 		$290K Sell
8,310
-950
-10% -$33K 0.03% 200
2017
Q3 		$318K Hold
9,260
– – 0.04% 191
2017
Q2 		$308K Hold
9,260
– – 0.04% 182
2017
Q1 		$288K Hold
9,260
– – 0.03% 191
2016
Q4 		$267K Hold
9,260
– – 0.03% 196
2016
Q3 		$278K Hold
9,260
– – 0.04% 202
2016
Q2 		$275K Hold
9,260
– – 0.04% 198
2016
Q1 		$260K Hold
9,260
– – 0.04% 198
2015
Q4 		$278K Sell
9,260
-1,905
-17% -$56.6K 0.04% 194
2015
Q3 		$312K Hold
11,165
– – 0.05% 190
2015
Q2 		$354K Hold
11,165
– – 0.05% 182
2015
Q1 		$345K Hold
11,165
– – 0.05% 183
2014
Q4 		$337K Hold
11,165
– – 0.05% 186
2014
Q3 		$300K Buy
+11,165
New +$294K 0.04% 175
2014
Q2 		– Sell
-11,165
Closed -$275K – 214
2014
Q1 		$275K Hold
11,165
– – 0.05% 171
2013
Q4 		$260K Hold
11,165
– – 0.05% 175
2013
Q3 		$239K Hold
11,165
– – 0.05% 178
2013
Q2 		$224K Buy
+11,165
New +$225K 0.05% 175

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Rand Wealth's IYH Position: Q3 2018 in Review

Rand Wealth held its iShares US Healthcare ETF (IYH) position steady in Q3 2018 at 8,310 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #193.

Rand Wealth first reported a position in IYH in Q2 2013 and has held it in 21 quarters since. The position peaked at $354K in Q2 2015. 270 funds tracked by Wall St. Rank hold IYH as of Q3 2018.

  • Rand Wealth held 8,310 shares of iShares US Healthcare ETF worth $337K as of Q3 2018.
  • Rand Wealth left its iShares US Healthcare ETF share count unchanged in Q3 2018.
  • iShares US Healthcare ETF made up 0.04% of Rand Wealth's portfolio in Q3 2018, its #193 holding.
  • Rand Wealth first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 21 quarters since.
  • Rand Wealth's iShares US Healthcare ETF position peaked at $354K in Q2 2015.
  • 270 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.