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Essential Planning’s iShares US Healthcare ETF IYH Stock Holding History

Essential Planning’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
-7,150
Closed -$442K – 196
2024
Q4 		$442K Buy
+7,150
New +$442K ﹤0.01% 273

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essential Planning's IYH Position: Q1 2025 in Review

Essential Planning sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 7,150 shares — an estimated $442K sold.

Essential Planning first reported a position in IYH in Q4 2024 and held it in 1 quarter. The position peaked at $442K in Q4 2024. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

  • Essential Planning reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 7,150 iShares US Healthcare ETF shares in Q1 2025, an estimated $442K.
  • Essential Planning first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares US Healthcare ETF position peaked at $442K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.