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B&D White Capital Company’s iShares US Healthcare ETF IYH Stock Holding History

B&D White Capital Company’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
2025
Q1 		– Sell
-63,898
Closed -$3.72M – 63
2024
Q4 		$3.72M Buy
+63,898
New +$3.95M 0.63% 21

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B&D White Capital Company's IYH Position: Q1 2025 in Review

B&D White Capital Company sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 63,898 shares — an estimated $3.72M sold.

B&D White Capital Company first reported a position in IYH in Q4 2024 and held it in 1 quarter. The position peaked at $3.72M in Q4 2024. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

  • B&D White Capital Company reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • B&D White Capital Company sold 63,898 iShares US Healthcare ETF shares in Q1 2025, an estimated $3.72M.
  • B&D White Capital Company first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 1 quarter.
  • B&D White Capital Company's iShares US Healthcare ETF position peaked at $3.72M in Q4 2024.
  • 497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on B&D White Capital Company's 13F filing for Q1 2025, filed 14 May 2025.