Sequoia Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Sequoia Wealth Management’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	$259K	Hold	6,000	–	–	2.01%	16
2019 Q3	$231K	Buy	+6,000	New	+$231K	0.47%	50
2019 Q2	–	Sell	-6,000	Closed	-$233K	–	69
2019 Q1	$233K	Hold	6,000	–	–	0.19%	68
2018 Q4	$217K	Hold	6,000	–	–	0.21%	57
2018 Q3	$243K	Hold	6,000	–	–	0.21%	54
2018 Q2	$215K	Hold	6,000	–	–	0.23%	53
2018 Q1	$207K	Buy	+6,000	New	+$216K	0.2%	53

Other funds holding IYH

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Sequoia Wealth Management's IYH Position: Q4 2019 in Review

Sequoia Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q4 2019 at 6,000 shares worth $259K. The position accounts for 2.01% of the portfolio, ranked #16.

Sequoia Wealth Management first reported a position in IYH in Q1 2018 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold IYH as of Q4 2019.

Sequoia Wealth Management held 6,000 shares of iShares US Healthcare ETF worth $259K as of Q4 2019.
Sequoia Wealth Management left its iShares US Healthcare ETF share count unchanged in Q4 2019.
iShares US Healthcare ETF made up 2.01% of Sequoia Wealth Management's portfolio in Q4 2019, its #16 holding.
Sequoia Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2018 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.