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Sullivan, Bruyette, Speros & Blaney’s iShares US Healthcare ETF IYH Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$160K Hold
3,175
– – 0.01% 344
2020
Q4 		$156K Hold
3,175
– – 0.01% 321
2020
Q3 		$144K Hold
3,175
– – 0.01% 291
2020
Q2 		$137K Hold
3,175
– – 0.01% 277
2020
Q1 		$119K Hold
3,175
– – 0.01% 276
2019
Q4 		$137K Buy
+3,175
New +$128K 0.01% 300

Other funds holding IYH

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's IYH Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its iShares US Healthcare ETF (IYH) position steady in Q1 2021 at 3,175 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #344.

Sullivan, Bruyette, Speros & Blaney first reported a position in IYH in Q4 2019 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 3,175 shares of iShares US Healthcare ETF worth $160K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its iShares US Healthcare ETF share count unchanged in Q1 2021.
  • iShares US Healthcare ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #344 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 6 quarters since.
  • 360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.