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Smart Portfolios LLC’s iShares US Healthcare ETF IYH Stock Holding History

Smart Portfolios LLC’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
2017
Q1 		– Sell
-37,525
Closed -$1.08M – 37
2016
Q4 		$1.08M Buy
37,525
+7,335
+24% +$213K 0.94% 24
2016
Q3 		$907K Buy
30,190
+24,470
+428% +$748K 1.03% 18
2016
Q2 		$170K Buy
+5,720
New +$167K 0.22% 17
2015
Q3 		– Sell
-20,455
Closed -$650K – 23
2015
Q2 		$650K Sell
20,455
-230
-1% -$7.24K 0.93% 17
2015
Q1 		$634K Sell
20,685
-3,225
-13% -$97.4K 0.71% 18
2014
Q4 		$689K Buy
23,910
+725
+3% +$20.4K 0.77% 19
2014
Q3 		$622K Sell
23,185
-10,580
-31% -$279K 0.76% 18
2014
Q2 		$677K Sell
33,765
-25,160
-43% -$621K 0.88% 16
2014
Q1 		$1.45M Sell
58,925
-4,940
-8% -$120K 1.9% 11
2013
Q4 		$1.49M Buy
63,865
+820
+1% +$18.4K 1.99% 11
2013
Q3 		$1.35M Buy
63,045
+63,010
+180,029% +$1.34M 1.95% 13
2013
Q2 		$677 Buy
+35
New +$704 0.95% 15

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Smart Portfolios LLC's IYH Position: Q1 2017 in Review

Smart Portfolios LLC sold out of iShares US Healthcare ETF (IYH) in Q1 2017, closing a stake of 37,525 shares — an estimated $1.08M sold.

Smart Portfolios LLC first reported a position in IYH in Q2 2013 and held it in 12 quarters. The position peaked at $1.49M in Q4 2013. 202 funds tracked by Wall St. Rank hold IYH as of Q1 2017.

  • Smart Portfolios LLC reported no remaining iShares US Healthcare ETF position as of Q1 2017 after selling out during the quarter.
  • Smart Portfolios LLC sold 37,525 iShares US Healthcare ETF shares in Q1 2017, an estimated $1.08M.
  • Smart Portfolios LLC first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 12 quarters.
  • Smart Portfolios LLC's iShares US Healthcare ETF position peaked at $1.49M in Q4 2013.
  • 202 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2017.

Based on Smart Portfolios LLC's 13F filing for Q1 2017, filed 24 Apr 2017.