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Woodley Farra Manion Portfolio Management’s iShares US Healthcare ETF IYH Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-240
Closed -$10K – 248
2020
Q2 		$10K Hold
240
– – ﹤0.01% 277
2020
Q1 		$9K Buy
240
+30
+14% +$1.23K ﹤0.01% 284
2019
Q4 		$9K Buy
+210
New +$8.48K ﹤0.01% 290

Other funds holding IYH

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IYH Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares US Healthcare ETF (IYH) in Q3 2020, closing a stake of 240 shares — an estimated $10K sold.

Woodley Farra Manion Portfolio Management first reported a position in IYH in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q2 2020. 331 funds tracked by Wall St. Rank hold IYH as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares US Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 240 iShares US Healthcare ETF shares in Q3 2020, an estimated $10K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's iShares US Healthcare ETF position peaked at $10K in Q2 2020.
  • 331 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.