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Cary Street Partners Investment Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Cary Street Partners Investment Advisory’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
-3,239
Closed -$211K – 640
2024
Q3 		$211K Buy
+3,239
New +$207K 0.01% 720
2024
Q1 		– Sell
-3,600
Closed -$206K – 708
2023
Q4 		$206K Buy
3,600
+750
+26% +$40.8K 0.01% 616
2023
Q3 		$154K Sell
2,850
-100
-3% -$5.59K 0.01% 611
2023
Q2 		$165K Sell
2,950
-175
-6% -$9.72K 0.01% 556
2023
Q1 		$171K Buy
3,125
+810
+35% +$44.4K 0.01% 501
2022
Q4 		$131K Buy
+2,315
New +$128K 0.01% 538
2020
Q4 		– Sell
-700
Closed -$32K – 621
2020
Q3 		$32K Buy
+700
New +$31.7K 0.01% 565

Other funds holding IYH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $445B AUM 25.58% 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

Cary Street Partners Investment Advisory's IYH Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 3,239 shares — an estimated $211K sold.

Cary Street Partners Investment Advisory first reported a position in IYH in Q3 2020 and held it in 7 quarters. The position peaked at $211K in Q3 2024. 507 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 3,239 iShares US Healthcare ETF shares in Q4 2024, an estimated $211K.
  • Cary Street Partners Investment Advisory first reported a position in iShares US Healthcare ETF in Q3 2020 and held it in 7 quarters.
  • Cary Street Partners Investment Advisory's iShares US Healthcare ETF position peaked at $211K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.