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Coston McIsaac & Partners’s iShares US Healthcare ETF IYH Stock Holding History

Coston McIsaac & Partners’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
-160
Closed -$10K – 791
2024
Q3 		$10K Buy
160
+1
+0.6% +$64 ﹤0.01% 494
2024
Q2 		$9K Hold
159
– – ﹤0.01% 483
2024
Q1 		$9K Buy
159
+4
+3% +$241 ﹤0.01% 491
2023
Q4 		$9K Hold
155
– – ﹤0.01% 487
2023
Q3 		$8K Hold
155
– – ﹤0.01% 498
2023
Q2 		$8K Hold
155
– – ﹤0.01% 534
2023
Q1 		$8K Hold
155
– – ﹤0.01% 519
2022
Q4 		$8K Hold
155
– – ﹤0.01% 525
2022
Q3 		$7K Hold
155
– – ﹤0.01% 463
2022
Q2 		$8K Buy
+155
New +$8.51K ﹤0.01% 298

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Coston McIsaac & Partners's IYH Position: Q4 2024 in Review

Coston McIsaac & Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 160 shares — an estimated $10K sold.

Coston McIsaac & Partners first reported a position in IYH in Q2 2022 and held it in 10 quarters. The position peaked at $10K in Q3 2024. 507 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • Coston McIsaac & Partners reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Coston McIsaac & Partners sold 160 iShares US Healthcare ETF shares in Q4 2024, an estimated $10K.
  • Coston McIsaac & Partners first reported a position in iShares US Healthcare ETF in Q2 2022 and held it in 10 quarters.
  • Coston McIsaac & Partners's iShares US Healthcare ETF position peaked at $10K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Coston McIsaac & Partners's 13F filing for Q4 2024, filed 23 Jan 2025.