Global Trust Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Global Trust Asset Management’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	-300	Closed	-$19.5K	–	531
2024 Q3	$19.5K	Buy	+300	New	+$19.2K	0.01%	346
2020 Q1	–	Sell	-2,750	Closed	-$119K	–	385
2019 Q4	$119K	Hold	2,750	–	–	0.07%	184
2019 Q3	$104K	Hold	2,750	–	–	0.07%	167
2019 Q2	$107K	Hold	2,750	–	–	0.07%	183
2019 Q1	$107K	Hold	2,750	–	–	0.08%	175
2018 Q4	$99K	Hold	2,750	–	–	0.09%	153
2018 Q3	$112K	Hold	2,750	–	–	0.08%	169
2018 Q2	$98K	Hold	2,750	–	–	0.07%	166
2018 Q1	$95K	Hold	2,750	–	–	0.07%	165
2017 Q4	$96K	Buy	+2,750	New	+$95.5K	0.07%	176

Other funds holding IYH

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Trust Asset Management's IYH Position: Q4 2024 in Review

Global Trust Asset Management sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 300 shares — an estimated $19.5K sold.

Global Trust Asset Management first reported a position in IYH in Q4 2017 and held it in 10 quarters. The position peaked at $119K in Q4 2019. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

Global Trust Asset Management reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
Global Trust Asset Management sold 300 iShares US Healthcare ETF shares in Q4 2024, an estimated $19.5K.
Global Trust Asset Management first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 10 quarters.
Global Trust Asset Management's iShares US Healthcare ETF position peaked at $119K in Q4 2019.
506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Global Trust Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.