Householder Group Estate & Retirement Specialist’s iShares US Healthcare ETF IYH Stock Holding History

Householder Group Estate & Retirement Specialist’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	-3,118	Closed	-$202K	–	882
2024 Q3	$202K	Sell	3,118 -868	-22%	-$55.5K	0.06%	244
2024 Q2	$244K	Buy	3,986 +19	+0.5%	+$1.14K	0.07%	222
2024 Q1	$246K	Sell	3,967 -73	-2%	-$4.39K	0.07%	219
2023 Q4	$231K	Buy	4,040 +90	+2%	+$4.9K	0.08%	224
2023 Q3	$214K	Buy	+3,950	New	+$221K	0.08%	212
2023 Q1	$266K	Buy	+4,870	New	+$267K	0.1%	172
2022 Q4	–	Sell	-5,525	Closed	-$279K	–	729
2022 Q3	$279K	Buy	5,525 +15	+0.3%	+$810	0.12%	161
2022 Q2	$296K	Buy	5,510 +5	+0.1%	+$274	0.13%	153
2022 Q1	$318K	Buy	5,505 +15	+0.3%	+$837	0.13%	159
2021 Q4	$330K	Buy	+5,490	New	+$314K	0.12%	159

Other funds holding IYH

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $445B AUM 25.58% 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

Householder Group Estate & Retirement Specialist's IYH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 3,118 shares — an estimated $202K sold.

Householder Group Estate & Retirement Specialist first reported a position in IYH in Q4 2021 and held it in 10 quarters. The position peaked at $330K in Q4 2021. 507 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,118 iShares US Healthcare ETF shares in Q4 2024, an estimated $202K.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's iShares US Healthcare ETF position peaked at $330K in Q4 2021.
507 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.