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Strategic Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Strategic Wealth 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
2014
Q1 		– Sell
-76,500
Closed -$1.78M – 33
2013
Q4 		$1.78M Buy
+76,500
New +$1.72M 1.8% 16

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Strategic Wealth Management's IYH Position: Q1 2014 in Review

Strategic Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2014, closing a stake of 76,500 shares — an estimated $1.78M sold.

Strategic Wealth Management first reported a position in IYH in Q4 2013 and held it in 1 quarter. The position peaked at $1.78M in Q4 2013. 168 funds tracked by Wall St. Rank hold IYH as of Q1 2014.

  • Strategic Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 76,500 iShares US Healthcare ETF shares in Q1 2014, an estimated $1.78M.
  • Strategic Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 1 quarter.
  • Strategic Wealth Management's iShares US Healthcare ETF position peaked at $1.78M in Q4 2013.
  • 168 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2014.

Based on Strategic Wealth Management's 13F filing for Q1 2014, filed 24 Apr 2014.