Reilly Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Reilly Financial Advisors’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
2016 Q2	–	Sell	-100	Closed	-$3K	–	894
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	1024
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	1025
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	1079
2015 Q2	$3K	Hold	100	–	–	﹤0.01%	1177
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	1107
2014 Q4	$3K	Buy	+100	New	+$2.82K	﹤0.01%	706
2014 Q2	–	Sell	-790	Closed	-$19K	–	845
2014 Q1	$19K	Sell	790 -1,025	-56%	-$24.9K	﹤0.01%	444
2013 Q4	$42K	Buy	+1,815	New	+$40.8K	0.01%	270

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Reilly Financial Advisors's IYH Position: Q2 2016 in Review

Reilly Financial Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2016, closing a stake of 100 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in IYH in Q4 2013 and held it in 8 quarters. The position peaked at $42K in Q4 2013. 182 funds tracked by Wall St. Rank hold IYH as of Q2 2016.

Reilly Financial Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2016 after selling out during the quarter.
Reilly Financial Advisors sold 100 iShares US Healthcare ETF shares in Q2 2016, an estimated $3K.
Reilly Financial Advisors first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 8 quarters.
Reilly Financial Advisors's iShares US Healthcare ETF position peaked at $42K in Q4 2013.
182 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2016.

Based on Reilly Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.