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Wilbanks Smith & Thomas Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Wilbanks Smith & Thomas 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 		– Sell
-825
Closed -$34K – 841
2018
Q3 		$34K Sell
825
-10,500
-93% -$405K ﹤0.01% 765
2018
Q2 		$404K Buy
+11,325
New +$399K 0.03% 223

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IYH Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares US Healthcare ETF (IYH) in Q4 2018, closing a stake of 825 shares — an estimated $34K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IYH in Q2 2018 and held it in 2 quarters. The position peaked at $404K in Q2 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares US Healthcare ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 825 iShares US Healthcare ETF shares in Q4 2018, an estimated $34K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Healthcare ETF in Q2 2018 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's iShares US Healthcare ETF position peaked at $404K in Q2 2018.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.