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Elevation Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Elevation Wealth 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
-785
Closed -$51K – 516
2024
Q3 		$51K Buy
+785
New +$50.2K 0.02% 219

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

Elevation Wealth Partners's IYH Position: Q4 2024 in Review

Elevation Wealth Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 785 shares — an estimated $51K sold.

Elevation Wealth Partners first reported a position in IYH in Q3 2024 and held it in 1 quarter. The position peaked at $51K in Q3 2024. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • Elevation Wealth Partners reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 785 iShares US Healthcare ETF shares in Q4 2024, an estimated $51K.
  • Elevation Wealth Partners first reported a position in iShares US Healthcare ETF in Q3 2024 and held it in 1 quarter.
  • Elevation Wealth Partners's iShares US Healthcare ETF position peaked at $51K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Elevation Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.