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

Stone House 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
Q2 		– Sell
-545
Closed -$21K – 121
2019
Q1 		$21K Buy
+545
New +$20.7K 0.01% 134

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stone House Investment Management's IYH Position: Q2 2019 in Review

Stone House Investment Management sold out of iShares US Healthcare ETF (IYH) in Q2 2019, closing a stake of 545 shares — an estimated $21K sold.

Stone House Investment Management first reported a position in IYH in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 289 funds tracked by Wall St. Rank hold IYH as of Q2 2019.

  • Stone House Investment Management reported no remaining iShares US Healthcare ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 545 iShares US Healthcare ETF shares in Q2 2019, an estimated $21K.
  • Stone House Investment Management first reported a position in iShares US Healthcare ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's iShares US Healthcare ETF position peaked at $21K in Q1 2019.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.