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

Transamerica 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
2020
Q3 		– Sell
-10
Closed -$1K – 342
2020
Q2 		$1K Buy
+10
New +$422 ﹤0.01% 420
2019
Q3 		– Sell
-20
Closed -$1K – 326
2019
Q2 		$1K Buy
+20
New +$757 ﹤0.01% 476
2019
Q1 		– Sell
-47,225
Closed -$1.71M – 288
2018
Q4 		$1.71M Buy
47,225
+47,220
+944,400% +$1.81M 0.44% 59
2018
Q3 		$1K Hold
5
– – ﹤0.01% 446
2018
Q2 		$1K Sell
5
-10
-67% -$353 ﹤0.01% 414
2018
Q1 		$1K Hold
15
– – ﹤0.01% 392
2017
Q4 		$1K Sell
15
-71,000
-100% -$2.46M ﹤0.01% 372
2017
Q3 		$2.44M Sell
71,015
-7,325
-9% -$247K 0.3% 102
2017
Q2 		$2.6M Buy
78,340
+78,330
+783,300% +$2.5M 0.35% 86
2017
Q1 		$1K Hold
10
– – ﹤0.01% 340
2016
Q4 		$1K Buy
10
+5
+100% +$145 ﹤0.01% 377
2016
Q3 		$1K Hold
5
– – ﹤0.01% 380
2016
Q2 		$1K Sell
5
-495
-99% -$14.5K ﹤0.01% 349
2016
Q1 		$15K Sell
500
-5
-1% -$138 ﹤0.01% 511
2015
Q4 		$16K Sell
505
-25
-5% -$743 ﹤0.01% 547
2015
Q3 		$15K Sell
530
-2,338,270
-100% -$72.8M ﹤0.01% 531
2015
Q2 		$74.2M Buy
2,338,800
+2,329,035
+23,851% +$73.3M 5.32% 3
2015
Q1 		$302K Buy
9,765
+7,945
+437% +$240K 0.02% 291
2014
Q4 		$53K Sell
1,820
-2,204,415
-100% -$62.1M ﹤0.01% 358
2014
Q3 		$59.3M Buy
2,206,235
+280,550
+15% +$7.39M 5.36% 7
2014
Q2 		$49.4M Sell
1,925,685
-724,500
-27% -$17.9M 4.3% 7
2014
Q1 		$65.2M Buy
2,650,185
+1,103,265
+71% +$26.8M 6.48% 5
2013
Q4 		$36M Buy
1,546,920
+333,430
+27% +$7.5M 3.92% 9
2013
Q3 		$25.9M Buy
+1,213,490
New +$25.7M 3.37% 9

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Transamerica Financial Advisors's IYH Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of iShares US Healthcare ETF (IYH) in Q3 2020, closing a stake of 10 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IYH in Q3 2013 and held it in 24 quarters. The position peaked at $74.2M in Q2 2015. 330 funds tracked by Wall St. Rank hold IYH as of Q3 2020.

  • Transamerica Financial Advisors reported no remaining iShares US Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Transamerica Financial Advisors sold 10 iShares US Healthcare ETF shares in Q3 2020, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares US Healthcare ETF in Q3 2013 and held it in 24 quarters.
  • Transamerica Financial Advisors's iShares US Healthcare ETF position peaked at $74.2M in Q2 2015.
  • 330 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.