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Innovative Wealth Building’s iShares US Healthcare ETF IYH Stock Holding History

Innovative Wealth Building’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
-4,152
Closed -$242K – 52
2024
Q4 		$242K Buy
+4,152
New +$257K 0.22% 46

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

Innovative Wealth Building's IYH Position: Q1 2025 in Review

Innovative Wealth Building sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 4,152 shares — an estimated $242K sold.

Innovative Wealth Building first reported a position in IYH in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

  • Innovative Wealth Building reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Innovative Wealth Building sold 4,152 iShares US Healthcare ETF shares in Q1 2025, an estimated $242K.
  • Innovative Wealth Building first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 1 quarter.
  • Innovative Wealth Building's iShares US Healthcare ETF position peaked at $242K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Innovative Wealth Building's 13F filing for Q1 2025, filed 25 Apr 2025.