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Butensky & Cohen Financial Security’s iShares US Healthcare ETF IYH Stock Holding History

Butensky & Cohen Financial Security’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
Q2 		– Sell
-3,411
Closed -$208K – 97
2025
Q1 		$208K Sell
3,411
-203
-6% -$12.4K 0.06% 95
2024
Q4 		$211K Sell
3,614
-23
-0.6% -$1.42K 0.07% 95
2024
Q3 		$236K Sell
3,637
-8
-0.2% -$511 0.07% 95
2024
Q2 		$223K Sell
3,645
-440
-11% -$26.5K 0.07% 95
2024
Q1 		$253K Sell
4,085
-605
-13% -$36.4K 0.08% 94
2023
Q4 		$268K Sell
4,690
-285
-6% -$15.5K 0.09% 92
2023
Q3 		$269K Sell
4,975
-100
-2% -$5.59K 0.1% 93
2023
Q2 		$284K Sell
5,075
-60
-1% -$3.33K 0.1% 92
2023
Q1 		$280K Sell
5,135
-395
-7% -$21.7K 0.1% 94
2022
Q4 		$314K Sell
5,530
-1,080
-16% -$59.6K 0.12% 91
2022
Q3 		$334K Sell
6,610
-1,075
-14% -$58.1K 0.14% 92
2022
Q2 		$413K Sell
7,685
-280
-4% -$15.4K 0.17% 92
2022
Q1 		$460K Sell
7,965
-25
-0.3% -$1.4K 0.16% 90
2021
Q4 		$480K Buy
7,990
+5
+0.1% +$286 0.17% 91
2021
Q3 		$441K Buy
7,985
+185
+2% +$10.6K 0.18% 89
2021
Q2 		$426K Sell
7,800
-450
-5% -$23.8K 0.17% 87
2021
Q1 		$417K Sell
8,250
-210
-2% -$10.6K 0.17% 86
2020
Q4 		$416K Sell
8,460
-280
-3% -$13.2K 0.19% 85
2020
Q3 		$397K Sell
8,740
-275
-3% -$12.4K 0.21% 84
2020
Q2 		$389K Sell
9,015
-160
-2% -$6.75K 0.22% 79
2020
Q1 		$345K Sell
9,175
-55
-0.6% -$2.26K 0.26% 75
2019
Q4 		$398K Sell
9,230
-355
-4% -$14.3K 0.23% 78
2019
Q3 		$362K Sell
9,585
-125
-1% -$4.81K 0.22% 79
2019
Q2 		$379K Sell
9,710
-565
-5% -$21.4K 0.25% 79
2019
Q1 		$398K Sell
10,275
-235
-2% -$8.93K 0.29% 76
2018
Q4 		$380K Sell
10,510
-565
-5% -$21.6K 0.34% 74
2018
Q3 		$449K Sell
11,075
-570
-5% -$22K 0.36% 74
2018
Q2 		$415K Sell
11,645
-430
-4% -$15.2K 0.35% 73
2018
Q1 		$417K Sell
12,075
-470
-4% -$16.9K 0.37% 72
2017
Q4 		$437K Sell
12,545
-240
-2% -$8.33K 0.36% 72
2017
Q3 		$439K Buy
12,785
+20
+0.2% +$674 0.39% 71
2017
Q2 		$424K Sell
12,765
-50
-0.4% -$1.6K 0.38% 72
2017
Q1 		$399K Sell
12,815
-125
-1% -$3.81K 0.36% 71
2016
Q4 		$373K Sell
12,940
-200
-2% -$5.8K 0.34% 72
2016
Q3 		$395K Sell
13,140
-250
-2% -$7.64K 0.38% 71
2016
Q2 		$397K Sell
13,390
-1,795
-12% -$52.4K 0.39% 71
2016
Q1 		$427K Sell
15,185
-105
-0.7% -$2.91K 0.41% 71
2015
Q4 		$459K Buy
15,290
+95
+0.6% +$2.82K 0.45% 71
2015
Q3 		$425K Sell
15,195
-275
-2% -$8.56K 0.45% 69
2015
Q2 		$491K Sell
15,470
-420
-3% -$13.2K 0.49% 69
2015
Q1 		$490K Sell
15,890
-1,590
-9% -$48K 0.49% 68
2014
Q4 		$504K Buy
+17,480
New +$492K 0.51% 68

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Butensky & Cohen Financial Security's IYH Position: Q2 2025 in Review

Butensky & Cohen Financial Security sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 3,411 shares — an estimated $208K sold.

Butensky & Cohen Financial Security first reported a position in IYH in Q4 2014 and held it in 42 quarters. The position peaked at $504K in Q4 2014. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

  • Butensky & Cohen Financial Security reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 3,411 iShares US Healthcare ETF shares in Q2 2025, an estimated $208K.
  • Butensky & Cohen Financial Security first reported a position in iShares US Healthcare ETF in Q4 2014 and held it in 42 quarters.
  • Butensky & Cohen Financial Security's iShares US Healthcare ETF position peaked at $504K in Q4 2014.
  • 483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2025, filed 11 Jul 2025.