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VSR Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

VSR Financial Services’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
2015
Q3 		– Sell
-22,765
Closed -$723K – 602
2015
Q2 		$723K Sell
22,765
-78,060
-77% -$2.46M 0.08% 279
2015
Q1 		$3.11M Sell
100,825
-9,585
-9% -$289K 0.33% 71
2014
Q4 		$3.18M Buy
+110,410
New +$3.11M 0.36% 66

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

VSR Financial Services's IYH Position: Q3 2015 in Review

VSR Financial Services sold out of iShares US Healthcare ETF (IYH) in Q3 2015, closing a stake of 22,765 shares — an estimated $723K sold.

VSR Financial Services first reported a position in IYH in Q4 2014 and held it in 3 quarters. The position peaked at $3.18M in Q4 2014. 189 funds tracked by Wall St. Rank hold IYH as of Q3 2015.

  • VSR Financial Services reported no remaining iShares US Healthcare ETF position as of Q3 2015 after selling out during the quarter.
  • VSR Financial Services sold 22,765 iShares US Healthcare ETF shares in Q3 2015, an estimated $723K.
  • VSR Financial Services first reported a position in iShares US Healthcare ETF in Q4 2014 and held it in 3 quarters.
  • VSR Financial Services's iShares US Healthcare ETF position peaked at $3.18M in Q4 2014.
  • 189 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2015.

Based on VSR Financial Services's 13F filing for Q3 2015, filed 26 Oct 2015.