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Soltis Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Soltis Investment 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
2020
Q1 		– Sell
-5,195
Closed -$224K – 173
2019
Q4 		$224K Buy
+5,195
New +$210K 0.04% 142

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Soltis Investment Advisors's IYH Position: Q1 2020 in Review

Soltis Investment Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2020, closing a stake of 5,195 shares — an estimated $224K sold.

Soltis Investment Advisors first reported a position in IYH in Q4 2019 and held it in 1 quarter. The position peaked at $224K in Q4 2019. 304 funds tracked by Wall St. Rank hold IYH as of Q1 2020.

  • Soltis Investment Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2020 after selling out during the quarter.
  • Soltis Investment Advisors sold 5,195 iShares US Healthcare ETF shares in Q1 2020, an estimated $224K.
  • Soltis Investment Advisors first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 1 quarter.
  • Soltis Investment Advisors's iShares US Healthcare ETF position peaked at $224K in Q4 2019.
  • 304 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2020.

Based on Soltis Investment Advisors's 13F filing for Q1 2020, filed 7 May 2020.