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Capital Performance Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Capital Performance Advisors’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
-500
Closed -$32.5K – 1413
2024
Q3 		$32.5K Buy
+500
New +$31.9K 0.01% 468

Other funds holding IYH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Capital Performance Advisors's IYH Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 500 shares — an estimated $32.5K sold.

Capital Performance Advisors first reported a position in IYH in Q3 2024 and held it in 1 quarter. The position peaked at $32.5K in Q3 2024. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 500 iShares US Healthcare ETF shares in Q4 2024, an estimated $32.5K.
  • Capital Performance Advisors first reported a position in iShares US Healthcare ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares US Healthcare ETF position peaked at $32.5K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.