Israel Englander’s iShares US Healthcare ETF IYH Stock Holding History

Israel Englander’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	-5,684	Closed	-$369K	–	6206
2024 Q3	$369K	Buy	+5,684	New	+$363K	﹤0.01%	5059
2019 Q2	–	Sell	-6,080	Closed	-$236K	–	4252
2019 Q1	$236K	Buy	+6,080	New	+$231K	﹤0.01%	3666
2018 Q1	–	Sell	-6,835	Closed	-$238K	–	3865
2017 Q4	$238K	Sell	6,835 -525	-7%	-$18.2K	﹤0.01%	3446
2017 Q3	$253K	Buy	+7,360	New	+$248K	﹤0.01%	3132
2016 Q4	–	Sell	-71,180	Closed	-$2.14M	–	3523
2016 Q3	$2.14M	Sell	71,180 -5,625	-7%	-$172K	﹤0.01%	1899
2016 Q2	$2.28M	Buy	76,805 +32,880	+75%	+$960K	0.01%	1715
2016 Q1	$1.24M	Buy	43,925 +2,270	+5%	+$62.8K	﹤0.01%	2072
2015 Q4	$1.25M	Buy	41,655 +1,640	+4%	+$48.8K	﹤0.01%	2191
2015 Q3	$1.12M	Buy	40,015 +31,680	+380%	+$986K	﹤0.01%	2224
2015 Q2	$265K	Sell	8,335 -665	-7%	-$20.9K	﹤0.01%	2936
2015 Q1	$278K	Buy	+9,000	New	+$272K	﹤0.01%	3091
2014 Q2	–	Sell	-11,955	Closed	-$294K	–	3642
2014 Q1	$294K	Buy	+11,955	New	+$291K	﹤0.01%	2946

Other funds holding IYH

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Israel Englander's IYH Position: Q4 2024 in Review

Israel Englander sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 5,684 shares — an estimated $369K sold.

Israel Englander first reported a position in IYH in Q1 2014 and held it in 12 quarters. The position peaked at $2.28M in Q2 2016. 507 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

Israel Englander reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
Israel Englander sold 5,684 iShares US Healthcare ETF shares in Q4 2024, an estimated $369K.
Israel Englander first reported a position in iShares US Healthcare ETF in Q1 2014 and held it in 12 quarters.
Israel Englander's iShares US Healthcare ETF position peaked at $2.28M in Q2 2016.
507 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.