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Gray Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Gray Wealth 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 		$553K Buy
9,484
+3
+0% +$185 0.21% 67
2024
Q3 		$616K Buy
9,481
+3
+0% +$192 0.24% 62
2024
Q2 		$581K Buy
9,478
+2
+0% +$120 0.25% 60
2024
Q1 		$587K Sell
9,476
-1,779
-16% -$107K 0.26% 60
2023
Q4 		$644K Buy
11,255
+20
+0.2% +$1.09K 0.31% 56
2023
Q3 		$607K Buy
11,235
+175
+2% +$9.78K 0.31% 61
2023
Q2 		$620K Sell
11,060
-340
-3% -$18.9K 0.31% 60
2023
Q1 		$623K Buy
11,400
+5
+0% +$274 0.34% 59
2022
Q4 		$646K Buy
11,395
+20
+0.2% +$1.1K 0.37% 58
2022
Q3 		$576K Hold
11,375
– – 0.37% 55
2022
Q2 		$612K Sell
11,375
-220
-2% -$12.1K 0.37% 55
2022
Q1 		$670K Buy
11,595
+10
+0.1% +$558 0.35% 55
2021
Q4 		$696K Buy
11,585
+10
+0.1% +$571 0.35% 51
2021
Q3 		$639K Buy
11,575
+5
+0% +$286 0.36% 48
2021
Q2 		$632K Sell
11,570
-490
-4% -$25.9K 0.36% 47
2021
Q1 		$609K Hold
12,060
– – 0.39% 48
2020
Q4 		$594K Buy
12,060
+10
+0.1% +$472 0.41% 44
2020
Q3 		$549K Buy
12,050
+5
+0% +$226 0.43% 45
2020
Q2 		$521K Buy
12,045
+15
+0.1% +$633 0.45% 46
2020
Q1 		$453K Buy
+12,030
New +$495K 0.5% 43

Other funds holding IYH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Gray Wealth Management's IYH Position: Q4 2024 in Review

Gray Wealth Management increased its iShares US Healthcare ETF (IYH) stake by 0.03% in Q4 2024, buying an estimated $185 and bringing the position to 9,484 shares worth $553K. The position accounts for 0.21% of the portfolio, ranked #67.

Gray Wealth Management first reported a position in IYH in Q1 2020 and has held it in 20 quarters since. The position peaked at $696K in Q4 2021. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • Gray Wealth Management held 9,484 shares of iShares US Healthcare ETF worth $553K as of Q4 2024.
  • Gray Wealth Management bought 3 iShares US Healthcare ETF shares in Q4 2024, an estimated $185.
  • iShares US Healthcare ETF made up 0.21% of Gray Wealth Management's portfolio in Q4 2024, its #67 holding.
  • Gray Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's iShares US Healthcare ETF position peaked at $696K in Q4 2021.
  • 506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.