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

Laidlaw 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
2025 Q1	–	Sell	-8,148	Closed	-$475K	–	107
2024 Q4	$475K	Buy	8,148 +215	+3%	+$13.3K	0.21%	112
2024 Q3	$516K	Sell	7,933 -32	-0.4%	-$2.04K	0.26%	114
2024 Q2	$488K	Hold	7,965	–	–	0.27%	104
2024 Q1	$493K	Sell	7,965 -2,980	-27%	-$179K	0.28%	107
2023 Q4	$627K	Buy	10,945 +2,650	+32%	+$144K	0.23%	111
2023 Q3	$448K	Sell	8,295 -745	-8%	-$41.6K	0.15%	162
2023 Q2	$507K	Sell	9,040 -1,170	-11%	-$65K	0.1%	198
2023 Q1	$557K	Sell	10,210 -5,220	-34%	-$286K	0.11%	195
2022 Q4	$876K	Buy	15,430 +5,995	+64%	+$331K	0.19%	137
2022 Q3	$477K	Sell	9,435 -210	-2%	-$11.3K	0.11%	179
2022 Q2	$519K	Buy	9,645 +1,855	+24%	+$102K	0.11%	194
2022 Q1	$450K	Hold	7,790	–	–	0.08%	232
2021 Q4	$468K	Buy	+7,790	New	+$445K	0.07%	232
2020 Q1	–	Sell	-12,575	Closed	-$543K	–	163
2019 Q4	$543K	Buy	+12,575	New	+$508K	0.34%	88

Other funds holding IYH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laidlaw Wealth Management's IYH Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 8,148 shares — an estimated $475K sold.

Laidlaw Wealth Management first reported a position in IYH in Q4 2019 and held it in 14 quarters. The position peaked at $876K in Q4 2022. 500 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

Laidlaw Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 8,148 iShares US Healthcare ETF shares in Q1 2025, an estimated $475K.
Laidlaw Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 14 quarters.
Laidlaw Wealth Management's iShares US Healthcare ETF position peaked at $876K in Q4 2022.
500 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.