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SII Investments’s iShares US Healthcare ETF IYH Stock Holding History

SII Investments’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
Q1 		– Sell
-11,285
Closed -$393K – 175
2017
Q4 		$393K Buy
11,285
+4,080
+57% +$142K 0.04% 278
2017
Q3 		$248K Sell
7,205
-13,520
-65% -$456K 0.01% 511
2017
Q2 		$692K Sell
20,725
-3,650
-15% -$117K 0.04% 271
2017
Q1 		$764K Sell
24,375
-880
-3% -$26.9K 0.05% 241
2016
Q4 		$723K Sell
25,255
-2,450
-9% -$71K 0.05% 240
2016
Q3 		$837K Buy
27,705
+480
+2% +$14.7K 0.06% 216
2016
Q2 		$807K Sell
27,225
-3,560
-12% -$104K 0.07% 231
2016
Q1 		$864K Buy
30,785
+10,430
+51% +$289K 0.08% 222
2015
Q4 		$613K Sell
20,355
-12,675
-38% -$377K 0.08% 222
2015
Q3 		$923K Sell
33,030
-38,295
-54% -$1.19M 0.11% 187
2015
Q2 		$2.28M Buy
71,325
+5,040
+8% +$159K 0.27% 91
2015
Q1 		$2.03M Buy
66,285
+4,840
+8% +$146K 0.24% 101
2014
Q4 		$1.74M Sell
61,445
-9,265
-13% -$261K 0.23% 108
2014
Q3 		$1.86M Buy
70,710
+7,510
+12% +$198K 0.25% 98
2014
Q2 		$1.63M Buy
63,200
+5,605
+10% +$138K 0.23% 104
2014
Q1 		$1.37M Buy
57,595
+1,250
+2% +$30.4K 0.25% 102
2013
Q4 		$1.34M Sell
56,345
-34,215
-38% -$769K 0.24% 107
2013
Q3 		$1.95M Sell
90,560
-29,140
-24% -$618K 0.46% 59
2013
Q2 		$2.4M Buy
+119,700
New +$2.41M 0.52% 47

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SII Investments's IYH Position: Q1 2018 in Review

SII Investments sold out of iShares US Healthcare ETF (IYH) in Q1 2018, closing a stake of 11,285 shares — an estimated $393K sold.

SII Investments first reported a position in IYH in Q2 2013 and held it in 19 quarters. The position peaked at $2.4M in Q2 2013. 247 funds tracked by Wall St. Rank hold IYH as of Q1 2018.

  • SII Investments reported no remaining iShares US Healthcare ETF position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 11,285 iShares US Healthcare ETF shares in Q1 2018, an estimated $393K.
  • SII Investments first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 19 quarters.
  • SII Investments's iShares US Healthcare ETF position peaked at $2.4M in Q2 2013.
  • 247 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.