YorkBridge Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-90	Closed	-$4K	–	418
2019 Q2	$4K	Hold	90	–	–	﹤0.01%	671
2019 Q1	$3K	Hold	90	–	–	﹤0.01%	678
2018 Q4	$3K	Hold	90	–	–	﹤0.01%	663
2018 Q3	$4K	Hold	90	–	–	﹤0.01%	671
2018 Q2	$3K	Hold	90	–	–	﹤0.01%	737
2018 Q1	$3K	Hold	90	–	–	﹤0.01%	724
2017 Q4	$3K	Hold	90	–	–	﹤0.01%	756
2017 Q3	$3K	Hold	90	–	–	﹤0.01%	742
2017 Q2	$3K	Hold	90	–	–	﹤0.01%	742
2017 Q1	$3K	Hold	90	–	–	﹤0.01%	731
2016 Q4	$3K	Buy	+90	New	+$2.61K	﹤0.01%	717

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

YorkBridge Wealth Partners's IYH Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares US Healthcare ETF (IYH) in Q3 2019, closing a stake of 90 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in IYH in Q4 2016 and held it in 11 quarters. The position peaked at $4K in Q2 2019. 278 funds tracked by Wall St. Rank hold IYH as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares US Healthcare ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 90 iShares US Healthcare ETF shares in Q3 2019, an estimated $4K.
YorkBridge Wealth Partners first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares US Healthcare ETF position peaked at $4K in Q2 2019.
278 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.