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Verity Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Verity Asset 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
2018
Q4 		– Sell
-25,875
Closed -$1.05M – 132
2018
Q3 		$1.05M Buy
+25,875
New +$998K 1.04% 26
2017
Q3 		– Sell
-31,660
Closed -$1.05M – 132
2017
Q2 		$1.05M Sell
31,660
-580
-2% -$18.5K 0.79% 27
2017
Q1 		$1M Buy
+32,240
New +$984K 0.83% 30

Other funds holding IYH

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Verity Asset Management's IYH Position: Q4 2018 in Review

Verity Asset Management sold out of iShares US Healthcare ETF (IYH) in Q4 2018, closing a stake of 25,875 shares — an estimated $1.05M sold.

Verity Asset Management first reported a position in IYH in Q1 2017 and held it in 3 quarters. The position peaked at $1.05M in Q2 2017. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

  • Verity Asset Management reported no remaining iShares US Healthcare ETF position as of Q4 2018 after selling out during the quarter.
  • Verity Asset Management sold 25,875 iShares US Healthcare ETF shares in Q4 2018, an estimated $1.05M.
  • Verity Asset Management first reported a position in iShares US Healthcare ETF in Q1 2017 and held it in 3 quarters.
  • Verity Asset Management's iShares US Healthcare ETF position peaked at $1.05M in Q2 2017.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on Verity Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.