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Stewardship Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Stewardship Financial 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
2018
Q4 		– Sell
-145
Closed -$6K – 70
2018
Q3 		$6K Buy
+145
New +$5.59K ﹤0.01% 70

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stewardship Financial Advisors's IYH Position: Q4 2018 in Review

Stewardship Financial Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2018, closing a stake of 145 shares — an estimated $6K sold.

Stewardship Financial Advisors first reported a position in IYH in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

  • Stewardship Financial Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2018 after selling out during the quarter.
  • Stewardship Financial Advisors sold 145 iShares US Healthcare ETF shares in Q4 2018, an estimated $6K.
  • Stewardship Financial Advisors first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 1 quarter.
  • Stewardship Financial Advisors's iShares US Healthcare ETF position peaked at $6K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on Stewardship Financial Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.