WI
IYH icon

WrapManager Inc’s iShares US Healthcare ETF IYH Stock Holding History

WrapManager Inc’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
2014
Q1 		$7.34M Buy
298,405
+50,315
+20% +$1.22M 7.13% 5
2013
Q4 		$5.78M Buy
248,090
+20,995
+9% +$472K 4.32% 10
2013
Q3 		$4.87M Buy
+227,095
New +$4.82M 4.22% 11

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

WrapManager Inc's IYH Position: Q1 2014 in Review

WrapManager Inc increased its iShares US Healthcare ETF (IYH) stake by 20% in Q1 2014, buying an estimated $1.22M and bringing the position to 298,405 shares worth $7.34M. The position accounts for 7.13% of the portfolio, ranked #5.

WrapManager Inc first reported a position in IYH in Q3 2013 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold IYH as of Q1 2014.

  • WrapManager Inc held 298,405 shares of iShares US Healthcare ETF worth $7.34M as of Q1 2014.
  • WrapManager Inc bought 50,315 iShares US Healthcare ETF shares in Q1 2014, an estimated $1.22M.
  • iShares US Healthcare ETF made up 7.13% of WrapManager Inc's portfolio in Q1 2014, its #5 holding.
  • WrapManager Inc first reported a position in iShares US Healthcare ETF in Q3 2013 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2014.

Based on WrapManager Inc's 13F filing for Q1 2014, filed 23 Apr 2014.