CFGS
IYH icon

Concourse Financial Group Securities’s iShares US Healthcare ETF IYH Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-7,400
Closed -$446K – 1098
2024
Q4 		$446K Sell
7,400
-335
-4% -$20.7K 0.03% 508
2024
Q3 		$503K Hold
7,735
– – 0.03% 454
2024
Q2 		$474K Hold
7,735
– – 0.03% 461
2024
Q1 		$479K Hold
7,735
– – 0.03% 450
2023
Q4 		$443K Sell
7,735
-4,585
-37% -$250K 0.03% 466
2023
Q3 		$668K Buy
12,320
+5
+0% +$279 0.05% 356
2023
Q2 		$690K Buy
12,315
+160
+1% +$8.89K 0.05% 365
2023
Q1 		$664K Sell
12,155
-2,155
-15% -$118K 0.05% 367
2022
Q4 		$812K Buy
14,310
+410
+3% +$22.6K 0.07% 305
2022
Q3 		$703K Buy
13,900
+4,225
+44% +$228K 0.07% 282
2022
Q2 		$520K Sell
9,675
-2,200
-19% -$121K 0.04% 388
2022
Q1 		$686K Sell
11,875
-1,110
-9% -$62K 0.05% 357
2021
Q4 		$780K Sell
12,985
-50
-0.4% -$2.86K 0.04% 388
2021
Q3 		$719K Sell
13,035
-1,290
-9% -$73.8K 0.04% 397
2021
Q2 		$782K Sell
14,325
-2,490
-15% -$132K 0.05% 356
2021
Q1 		$849K Buy
16,815
+190
+1% +$9.55K 0.06% 307
2020
Q4 		$818K Sell
16,625
-450
-3% -$21.2K 0.06% 279
2020
Q3 		$776K Sell
17,075
-2,065
-11% -$93.5K 0.07% 243
2020
Q2 		$825K Sell
19,140
-975
-5% -$41.1K 0.08% 201
2020
Q1 		$756K Buy
20,115
+625
+3% +$25.7K 0.08% 191
2019
Q4 		$841K Buy
19,490
+13,145
+207% +$531K 0.08% 192
2019
Q3 		$240K Sell
6,345
-14,770
-70% -$568K 0.06% 253
2019
Q2 		$825K Sell
21,115
-180,405
-90% -$6.83M 0.08% 186
2019
Q1 		$7.81M Sell
201,520
-175,020
-46% -$6.65M 0.81% 24
2018
Q4 		$13.7M Buy
376,540
+269,435
+252% +$10.3M 1.64% 13
2018
Q3 		$4.36M Buy
+107,105
New +$4.13M 1.23% 11

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

Concourse Financial Group Securities's IYH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 7,400 shares — an estimated $446K sold.

Concourse Financial Group Securities first reported a position in IYH in Q3 2018 and held it in 26 quarters. The position peaked at $13.7M in Q4 2018. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7,400 iShares US Healthcare ETF shares in Q1 2025, an estimated $446K.
  • Concourse Financial Group Securities first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's iShares US Healthcare ETF position peaked at $13.7M in Q4 2018.
  • 497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.