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Central Bank & Trust’s iShares US Healthcare ETF IYH Stock Holding History

Central Bank & Trust’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
-4,141
Closed -$269K – 188
2024
Q3 		$269K Hold
4,141
– – 0.04% 175
2024
Q2 		$254K Buy
+4,141
New +$249K 0.04% 163

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

Central Bank & Trust's IYH Position: Q4 2024 in Review

Central Bank & Trust sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 4,141 shares — an estimated $269K sold.

Central Bank & Trust first reported a position in IYH in Q2 2024 and held it in 2 quarters. The position peaked at $269K in Q3 2024. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • Central Bank & Trust reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Central Bank & Trust sold 4,141 iShares US Healthcare ETF shares in Q4 2024, an estimated $269K.
  • Central Bank & Trust first reported a position in iShares US Healthcare ETF in Q2 2024 and held it in 2 quarters.
  • Central Bank & Trust's iShares US Healthcare ETF position peaked at $269K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Central Bank & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.