Carolinas Wealth Consulting’s iShares US Healthcare ETF IYH Stock Holding History

Carolinas Wealth Consulting’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	-189	Closed	-$11.5K	–	489
2025 Q1	$11.5K	Buy	189 +57	+43%	+$3.48K	﹤0.01%	516
2024 Q4	$7.64K	Buy	132 +1	+0.8%	+$62	﹤0.01%	577
2024 Q3	$8.49K	Buy	+131	New	+$8.37K	﹤0.01%	585
2023 Q3	–	Sell	-795	Closed	-$44.6K	–	1069
2023 Q2	$44.6K	Hold	795	–	–	0.01%	364
2023 Q1	$43.4K	Hold	795	–	–	0.01%	384
2022 Q4	$45.1K	Hold	795	–	–	0.01%	373
2022 Q3	$40K	Buy	795 +280	+54%	+$15.1K	0.01%	358
2022 Q2	$28K	Hold	515	–	–	0.01%	406
2022 Q1	$30K	Buy	+515	New	+$28.8K	0.01%	425
2021 Q3	–	Sell	-550	Closed	-$30K	–	963
2021 Q2	$30K	Buy	+550	New	+$29.1K	0.01%	434

Other funds holding IYH

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 $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Carolinas Wealth Consulting's IYH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 189 shares — an estimated $11.5K sold.

Carolinas Wealth Consulting first reported a position in IYH in Q2 2021 and held it in 10 quarters. The position peaked at $45.1K in Q4 2022. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 189 iShares US Healthcare ETF shares in Q2 2025, an estimated $11.5K.
Carolinas Wealth Consulting first reported a position in iShares US Healthcare ETF in Q2 2021 and held it in 10 quarters.
Carolinas Wealth Consulting's iShares US Healthcare ETF position peaked at $45.1K in Q4 2022.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.