Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares US Healthcare ETF IYH Stock Holding History

Envestnet Portfolio Solutions’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
-3,771
Closed -$245K – 1763
2024
Q3 		$245K Buy
+3,771
New +$241K ﹤0.01% 1544
2023
Q4 		– Sell
-129,230
Closed -$6.98M – 1575
2023
Q3 		$6.98M Buy
+129,230
New +$7.22M 0.03% 237

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

Envestnet Portfolio Solutions's IYH Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 3,771 shares — an estimated $245K sold.

Envestnet Portfolio Solutions first reported a position in IYH in Q3 2023 and held it in 2 quarters. The position peaked at $6.98M in Q3 2023. 507 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,771 iShares US Healthcare ETF shares in Q4 2024, an estimated $245K.
  • Envestnet Portfolio Solutions first reported a position in iShares US Healthcare ETF in Q3 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's iShares US Healthcare ETF position peaked at $6.98M in Q3 2023.
  • 507 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.