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D.L. Carlson Investment Group’s iShares US Healthcare ETF IYH Stock Holding History

D.L. Carlson Investment Group’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
Q2 		– Sell
-8,857
Closed -$539K – 134
2025
Q1 		$539K Sell
8,857
-253
-3% -$15.5K 0.1% 110
2024
Q4 		$531K Sell
9,110
-702
-7% -$43.4K 0.09% 110
2024
Q3 		$638K Sell
9,812
-690
-7% -$44.1K 0.12% 112
2024
Q2 		$643K Sell
10,502
-1,120
-10% -$67.4K 0.12% 105
2024
Q1 		$719K Sell
11,622
-1,143
-9% -$68.7K 0.14% 102
2023
Q4 		$777K Sell
12,765
-1,650
-11% -$89.8K 0.16% 98
2023
Q3 		$779K Sell
14,415
-2,720
-16% -$152K 0.16% 95
2023
Q2 		$960K Buy
17,135
+220
+1% +$12.2K 0.18% 93
2023
Q1 		$924K Sell
16,915
-945
-5% -$51.8K 0.21% 85
2022
Q4 		$1.01M Sell
17,860
-1,530
-8% -$84.4K 0.22% 81
2022
Q3 		$981K Sell
19,390
-1,660
-8% -$89.7K 0.21% 82
2022
Q2 		$1.13M Sell
21,050
-410
-2% -$22.5K 0.24% 80
2022
Q1 		$1.24M Sell
21,460
-115
-0.5% -$6.42K 0.21% 88
2021
Q4 		$1.3M Sell
21,575
-810
-4% -$46.3K 0.21% 86
2021
Q3 		$1.24M Sell
22,385
-345
-2% -$19.7K 0.21% 88
2021
Q2 		$1.24M Sell
22,730
-6,600
-23% -$349K 0.21% 90
2021
Q1 		$1.48M Buy
29,330
+330
+1% +$16.6K 0.27% 82
2020
Q4 		$1.43M Buy
29,000
+695
+2% +$32.8K 0.26% 82
2020
Q3 		$1.29M Buy
28,305
+5,580
+25% +$253K 0.27% 79
2020
Q2 		$980K Buy
+22,725
New +$959K 0.29% 81

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.L. Carlson Investment Group's IYH Position: Q2 2025 in Review

D.L. Carlson Investment Group sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 8,857 shares — an estimated $539K sold.

D.L. Carlson Investment Group first reported a position in IYH in Q2 2020 and held it in 20 quarters. The position peaked at $1.48M in Q1 2021. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

  • D.L. Carlson Investment Group reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 8,857 iShares US Healthcare ETF shares in Q2 2025, an estimated $539K.
  • D.L. Carlson Investment Group first reported a position in iShares US Healthcare ETF in Q2 2020 and held it in 20 quarters.
  • D.L. Carlson Investment Group's iShares US Healthcare ETF position peaked at $1.48M in Q1 2021.
  • 483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2025, filed 13 Aug 2025.