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Fortis Group Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Fortis Group Advisors’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
-170
Closed -$9.91K – 512
2024
Q4 		$9.91K Hold
170
– – ﹤0.01% 308
2024
Q3 		$11.1K Hold
170
– – ﹤0.01% 294
2024
Q2 		$10.4K Hold
170
– – ﹤0.01% 296
2024
Q1 		$10.5K Sell
170
-170
-50% -$10.2K ﹤0.01% 314
2023
Q4 		$19.5K Buy
340
+170
+100% +$9.25K ﹤0.01% 240
2023
Q3 		$9.18K Buy
+170
New +$9.5K ﹤0.01% 236
2020
Q3 		$15K Buy
+340
New +$15.4K ﹤0.01% 260

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

Fortis Group Advisors's IYH Position: Q1 2025 in Review

Fortis Group Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 170 shares — an estimated $9.91K sold.

Fortis Group Advisors first reported a position in IYH in Q3 2020 and held it in 7 quarters. The position peaked at $19.5K in Q4 2023. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

  • Fortis Group Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 170 iShares US Healthcare ETF shares in Q1 2025, an estimated $9.91K.
  • Fortis Group Advisors first reported a position in iShares US Healthcare ETF in Q3 2020 and held it in 7 quarters.
  • Fortis Group Advisors's iShares US Healthcare ETF position peaked at $19.5K in Q4 2023.
  • 497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.