Advisors Preferred’s iShares US Healthcare ETF IYH Stock Holding History

Advisors Preferred’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
2024 Q4	–	Sell	-10,472	Closed	-$677K	–	240
2024 Q3	$677K	Buy	+10,472	New	+$669K	0.1%	90
2023 Q2	–	Sell	-380	Closed	-$20.9K	–	217
2023 Q1	$20.9K	Sell	380 -645	-63%	-$35.4K	0.01%	146
2022 Q4	$57.9K	Buy	+1,025	New	+$56.6K	0.02%	119
2020 Q3	–	Sell	-775	Closed	-$34K	–	153
2020 Q2	$34K	Buy	+775	New	+$32.7K	0.01%	123
2019 Q2	–	Sell	-662,035	Closed	-$25.7M	–	250
2019 Q1	$25.7M	Buy	+662,035	New	+$25.2M	8.12%	5
2017 Q4	–	Sell	-275,475	Closed	-$9.47M	–	233
2017 Q3	$9.47M	Buy	275,475 +93,315	+51%	+$3.15M	5.48%	4
2017 Q2	$6.06M	Buy	+182,160	New	+$5.82M	3.33%	10
2015 Q2	–	Sell	-82,025	Closed	-$2.53M	–	249
2015 Q1	$2.53M	Buy	82,025 +6,015	+8%	+$182K	1.34%	19
2014 Q4	$2.19M	Buy	+76,010	New	+$2.14M	1.03%	30

Other funds holding IYH

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisors Preferred's IYH Position: Q4 2024 in Review

Advisors Preferred sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 10,472 shares — an estimated $677K sold.

Advisors Preferred first reported a position in IYH in Q4 2014 and held it in 9 quarters. The position peaked at $25.7M in Q1 2019. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

Advisors Preferred reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 10,472 iShares US Healthcare ETF shares in Q4 2024, an estimated $677K.
Advisors Preferred first reported a position in iShares US Healthcare ETF in Q4 2014 and held it in 9 quarters.
Advisors Preferred's iShares US Healthcare ETF position peaked at $25.7M in Q1 2019.
506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.