JMAC Enterprises’s iShares US Healthcare ETF IYH Stock Holding History

JMAC Enterprises’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	-3,180	Closed	-$207K	–	180
2024 Q3	$207K	Buy	+3,180	New	+$203K	0.03%	173
2023 Q3	–	Sell	-3,620	Closed	-$203K	–	169
2023 Q2	$203K	Sell	3,620 -285	-7%	-$15.8K	0.05%	166
2023 Q1	$213K	Sell	3,905 -25	-0.6%	-$1.37K	0.05%	171
2022 Q4	$223K	Buy	+3,930	New	+$217K	0.06%	163
2022 Q3	–	Sell	-3,910	Closed	-$210K	–	178
2022 Q2	$210K	Buy	3,910 +10	+0.3%	+$549	0.05%	167
2022 Q1	$225K	Buy	+3,900	New	+$218K	0.05%	167

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

JMAC Enterprises's IYH Position: Q4 2024 in Review

JMAC Enterprises sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 3,180 shares — an estimated $207K sold.

JMAC Enterprises first reported a position in IYH in Q1 2022 and held it in 6 quarters. The position peaked at $225K in Q1 2022. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

JMAC Enterprises reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
JMAC Enterprises sold 3,180 iShares US Healthcare ETF shares in Q4 2024, an estimated $207K.
JMAC Enterprises first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 6 quarters.
JMAC Enterprises's iShares US Healthcare ETF position peaked at $225K in Q1 2022.
506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on JMAC Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.