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WFG Advisors’s iShares US Healthcare ETF IYH Stock Holding History

WFG Advisors’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
2017
Q2 		$5K Sell
160
-90
-36% -$2.88K ﹤0.01% 1284
2017
Q1 		$8K Hold
250
– – ﹤0.01% 1126
2016
Q4 		$7K Sell
250
-100
-29% -$2.9K ﹤0.01% 1202
2016
Q3 		$11K Sell
350
-75
-18% -$2.29K ﹤0.01% 1097
2016
Q2 		$13K Sell
425
-65
-13% -$1.9K ﹤0.01% 1016
2016
Q1 		$14K Sell
490
-11,980
-96% -$332K ﹤0.01% 964
2015
Q4 		$374K Buy
12,470
+150
+1% +$4.46K 0.11% 195
2015
Q3 		$345K Hold
12,320
– – 0.11% 198
2015
Q2 		$391K Buy
12,320
+12,005
+3,811% +$378K 0.11% 205
2015
Q1 		$10K Sell
315
-1,270
-80% -$38.4K ﹤0.01% 1205
2014
Q4 		$46K Sell
1,585
-1,010
-39% -$28.4K 0.01% 919
2014
Q3 		$70K Buy
2,595
+145
+6% +$3.82K 0.01% 799
2014
Q2 		$63K Sell
2,450
-515
-17% -$12.7K 0.01% 827
2014
Q1 		$73K Sell
2,965
-229,920
-99% -$5.59M 0.01% 756
2013
Q4 		$5.43M Buy
232,885
+13,930
+6% +$313K 0.77% 21
2013
Q3 		$4.68M Buy
218,955
+212,865
+3,495% +$4.51M 0.72% 22
2013
Q2 		$122K Buy
+6,090
New +$123K 0.02% 594

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WFG Advisors's IYH Position: Q2 2017 in Review

WFG Advisors reduced its iShares US Healthcare ETF (IYH) stake by 36% in Q2 2017, selling an estimated $2.88K and leaving 160 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

WFG Advisors first reported a position in IYH in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.43M in Q4 2013. 215 funds tracked by Wall St. Rank hold IYH as of Q2 2017.

  • WFG Advisors held 160 shares of iShares US Healthcare ETF worth $5K as of Q2 2017.
  • WFG Advisors sold 90 iShares US Healthcare ETF shares in Q2 2017, an estimated $2.88K.
  • iShares US Healthcare ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1284 holding.
  • WFG Advisors first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares US Healthcare ETF position peaked at $5.43M in Q4 2013.
  • 215 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.