FPC Investment Advisory’s iShares US Healthcare ETF IYH Stock Holding History

FPC Investment Advisory’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	-1,101	Closed	-$68.3K	–	144
2024 Q4	$68.3K	Buy	1,101 +1,096	+21,920%	+$67.7K	0.05%	42
2024 Q3	$319	Hold	5	–	–	﹤0.01%	96
2024 Q2	$317	Hold	5	–	–	﹤0.01%	96
2024 Q1	$296	Buy	+5	New	+$301	﹤0.01%	85

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FPC Investment Advisory's IYH Position: Q1 2025 in Review

FPC Investment Advisory sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 1,101 shares — an estimated $68.3K sold.

FPC Investment Advisory first reported a position in IYH in Q1 2024 and held it in 4 quarters. The position peaked at $68.3K in Q4 2024. 500 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

FPC Investment Advisory reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
FPC Investment Advisory sold 1,101 iShares US Healthcare ETF shares in Q1 2025, an estimated $68.3K.
FPC Investment Advisory first reported a position in iShares US Healthcare ETF in Q1 2024 and held it in 4 quarters.
FPC Investment Advisory's iShares US Healthcare ETF position peaked at $68.3K in Q4 2024.
500 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.