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

Visionary 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 		$300K Buy
8,240
+1,990
+32% +$76.3K 0.12% 55
2018
Q3 		$254K Buy
+6,250
New +$241K 0.08% 235
2014
Q2 		– Sell
-12,340
Closed -$304K – 418
2014
Q1 		$304K Buy
+12,340
New +$300K 0.07% 91

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

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

Visionary Asset Management increased its iShares US Healthcare ETF (IYH) stake by 32% in Q4 2018, buying an estimated $76.3K and bringing the position to 8,240 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #55.

Visionary Asset Management first reported a position in IYH in Q1 2014 and has held it in 3 quarters since. The position peaked at $304K in Q1 2014. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

  • Visionary Asset Management held 8,240 shares of iShares US Healthcare ETF worth $300K as of Q4 2018.
  • Visionary Asset Management bought 1,990 iShares US Healthcare ETF shares in Q4 2018, an estimated $76.3K.
  • iShares US Healthcare ETF made up 0.12% of Visionary Asset Management's portfolio in Q4 2018, its #55 holding.
  • Visionary Asset Management first reported a position in iShares US Healthcare ETF in Q1 2014 and has held it in 3 quarters since.
  • Visionary Asset Management's iShares US Healthcare ETF position peaked at $304K in Q1 2014.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.