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Wealthfront’s iShares US Healthcare ETF IYH Stock Holding History

Wealthfront’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
Q4 		– Sell
-150
Closed -$4K – 669
2015
Q3 		$4K Buy
+150
New +$4.67K ﹤0.01% 1128
2015
Q2 		– Sell
-105
Closed -$3K – 1348
2015
Q1 		$3K Buy
+105
New +$3.17K ﹤0.01% 918

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Wealthfront's IYH Position: Q4 2015 in Review

Wealthfront sold out of iShares US Healthcare ETF (IYH) in Q4 2015, closing a stake of 150 shares — an estimated $4K sold.

Wealthfront first reported a position in IYH in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2015. 187 funds tracked by Wall St. Rank hold IYH as of Q4 2015.

  • Wealthfront reported no remaining iShares US Healthcare ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 150 iShares US Healthcare ETF shares in Q4 2015, an estimated $4K.
  • Wealthfront first reported a position in iShares US Healthcare ETF in Q1 2015 and held it in 2 quarters.
  • Wealthfront's iShares US Healthcare ETF position peaked at $4K in Q3 2015.
  • 187 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.