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Wealth & Pension Services Group’s iShares US Healthcare ETF IYH Stock Holding History

Wealth & Pension Services Group’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
Q3 		$424K Sell
11,225
-1,125
-9% -$43.3K 0.31% 83
2019
Q2 		$482K Sell
12,350
-250
-2% -$9.46K 0.35% 72
2019
Q1 		$488K Buy
+12,600
New +$479K 0.38% 69

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth & Pension Services Group's IYH Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares US Healthcare ETF (IYH) stake by 9.1% in Q3 2019, selling an estimated $43.3K and leaving 11,225 shares worth $424K. The position accounts for 0.31% of the portfolio, ranked #83.

Wealth & Pension Services Group first reported a position in IYH in Q1 2019 and has held it in 3 quarters since. The position peaked at $488K in Q1 2019. 278 funds tracked by Wall St. Rank hold IYH as of Q3 2019.

  • Wealth & Pension Services Group held 11,225 shares of iShares US Healthcare ETF worth $424K as of Q3 2019.
  • Wealth & Pension Services Group sold 1,125 iShares US Healthcare ETF shares in Q3 2019, an estimated $43.3K.
  • iShares US Healthcare ETF made up 0.31% of Wealth & Pension Services Group's portfolio in Q3 2019, its #83 holding.
  • Wealth & Pension Services Group first reported a position in iShares US Healthcare ETF in Q1 2019 and has held it in 3 quarters since.
  • Wealth & Pension Services Group's iShares US Healthcare ETF position peaked at $488K in Q1 2019.
  • 278 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.