SVB Wealth’s iShares US Healthcare ETF IYH Stock Holding History

SVB Wealth’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 Q4	–	Sell	-6,075	Closed	-$230K	–	663
2019 Q3	$230K	Hold	6,075	–	–	﹤0.01%	468
2019 Q2	$237K	Buy	+6,075	New	+$230K	0.01%	470

Other funds holding IYH

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

SVB Wealth's IYH Position: Q4 2019 in Review

SVB Wealth sold out of iShares US Healthcare ETF (IYH) in Q4 2019, closing a stake of 6,075 shares — an estimated $230K sold.

SVB Wealth first reported a position in IYH in Q2 2019 and held it in 2 quarters. The position peaked at $237K in Q2 2019. 324 funds tracked by Wall St. Rank hold IYH as of Q4 2019.

SVB Wealth reported no remaining iShares US Healthcare ETF position as of Q4 2019 after selling out during the quarter.
SVB Wealth sold 6,075 iShares US Healthcare ETF shares in Q4 2019, an estimated $230K.
SVB Wealth first reported a position in iShares US Healthcare ETF in Q2 2019 and held it in 2 quarters.
SVB Wealth's iShares US Healthcare ETF position peaked at $237K in Q2 2019.
324 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2019.

Based on SVB Wealth's 13F filing for Q4 2019, filed 13 Feb 2020.