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Curi RMB Capital’s iShares US Healthcare ETF IYH Stock Holding History

Curi RMB Capital’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
-6,721
Closed -$392K – 511
2024
Q4 		$392K Buy
+6,721
New +$415K 0.01% 432
2022
Q4 		– Sell
-4,275
Closed -$216K – 482
2022
Q3 		$216K Sell
4,275
-1,300
-23% -$70.2K 0.01% 448
2022
Q2 		$300K Buy
5,575
+15
+0.3% +$823 0.01% 409
2022
Q1 		$321K Sell
5,560
-365
-6% -$20.4K 0.01% 379
2021
Q4 		$356K Buy
5,925
+35
+0.6% +$2K 0.01% 383
2021
Q3 		$325K Hold
5,890
– – 0.01% 387
2021
Q2 		$322K Buy
5,890
+25
+0.4% +$1.32K 0.01% 404
2021
Q1 		$296K Hold
5,865
– – 0.01% 399
2020
Q4 		$289K Buy
5,865
+390
+7% +$18.4K 0.01% 508
2020
Q3 		$249K Buy
5,475
+20
+0.4% +$905 0.01% 529
2020
Q2 		$235K Buy
5,455
+35
+0.6% +$1.48K 0.01% 514
2020
Q1 		$204K Hold
5,420
– – 0.01% 562
2019
Q4 		$234K Buy
5,420
+40
+0.7% +$1.61K 0.01% 597
2019
Q3 		$203K Hold
5,380
– – 0.01% 667
2019
Q2 		$210K Buy
5,380
+15
+0.3% +$568 0.01% 693
2019
Q1 		$208K Buy
+5,365
New +$204K 0.01% 732
2018
Q4 		– Sell
-5,280
Closed -$214K – 944
2018
Q3 		$214K Buy
+5,280
New +$204K 0.01% 817

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Curi RMB Capital's IYH Position: Q1 2025 in Review

Curi RMB Capital sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 6,721 shares — an estimated $392K sold.

Curi RMB Capital first reported a position in IYH in Q3 2018 and held it in 17 quarters. The position peaked at $392K in Q4 2024. 500 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

  • Curi RMB Capital reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Curi RMB Capital sold 6,721 iShares US Healthcare ETF shares in Q1 2025, an estimated $392K.
  • Curi RMB Capital first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 17 quarters.
  • Curi RMB Capital's iShares US Healthcare ETF position peaked at $392K in Q4 2024.
  • 500 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Curi RMB Capital's 13F filing for Q1 2025, filed 15 May 2025.