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

Spruce 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
2017
Q4 		– Sell
-170
Closed -$6K – 25
2017
Q3 		$6K Hold
170
– – 0.01% 32
2017
Q2 		$6K Hold
170
– – 0.01% 37
2017
Q1 		$5K Buy
170
+90
+113% +$2.75K 0.01% 45
2016
Q4 		$2K Buy
+80
New +$2.32K ﹤0.01% 39

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Spruce Investment Advisors's IYH Position: Q4 2017 in Review

Spruce Investment Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2017, closing a stake of 170 shares — an estimated $6K sold.

Spruce Investment Advisors first reported a position in IYH in Q4 2016 and held it in 4 quarters. The position peaked at $6K in Q3 2017. 241 funds tracked by Wall St. Rank hold IYH as of Q4 2017.

  • Spruce Investment Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2017 after selling out during the quarter.
  • Spruce Investment Advisors sold 170 iShares US Healthcare ETF shares in Q4 2017, an estimated $6K.
  • Spruce Investment Advisors first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 4 quarters.
  • Spruce Investment Advisors's iShares US Healthcare ETF position peaked at $6K in Q3 2017.
  • 241 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2017.

Based on Spruce Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.