RWA
IYH icon

River Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-1,450
Closed -$52K – 329
2018
Q4 		$52K Sell
1,450
-150
-9% -$5.75K 0.02% 239
2018
Q3 		$65K Hold
1,600
– – 0.02% 254
2018
Q2 		$57K Buy
+1,600
New +$56.4K 0.02% 264

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
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
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

River Wealth Advisors's IYH Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2019, closing a stake of 1,450 shares — an estimated $52K sold.

River Wealth Advisors first reported a position in IYH in Q2 2018 and held it in 3 quarters. The position peaked at $65K in Q3 2018. 293 funds tracked by Wall St. Rank hold IYH as of Q1 2019.

  • River Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,450 iShares US Healthcare ETF shares in Q1 2019, an estimated $52K.
  • River Wealth Advisors first reported a position in iShares US Healthcare ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's iShares US Healthcare ETF position peaked at $65K in Q3 2018.
  • 293 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.