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Sonora Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Sonora Investment 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 		– Sell
-190
Closed -$7K – 1696
2019
Q3 		$7K Hold
190
– – ﹤0.01% 1317
2019
Q2 		$7K Hold
190
– – ﹤0.01% 1301
2019
Q1 		$7K Hold
190
– – ﹤0.01% 1161
2018
Q4 		$7K Hold
190
– – ﹤0.01% 957
2018
Q3 		$8K Buy
+190
New +$7.33K ﹤0.01% 944

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Sonora Investment Management's IYH Position: Q4 2019 in Review

Sonora Investment Management sold out of iShares US Healthcare ETF (IYH) in Q4 2019, closing a stake of 190 shares — an estimated $7K sold.

Sonora Investment Management first reported a position in IYH in Q3 2018 and held it in 5 quarters. The position peaked at $8K in Q3 2018. 324 funds tracked by Wall St. Rank hold IYH as of Q4 2019.

  • Sonora Investment Management reported no remaining iShares US Healthcare ETF position as of Q4 2019 after selling out during the quarter.
  • Sonora Investment Management sold 190 iShares US Healthcare ETF shares in Q4 2019, an estimated $7K.
  • Sonora Investment Management first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 5 quarters.
  • Sonora Investment Management's iShares US Healthcare ETF position peaked at $8K in Q3 2018.
  • 324 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.