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 $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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.