Marshall Financial Group (Maryland)’s iShares US Healthcare ETF IYH Stock Holding History

Marshall Financial Group (Maryland)’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	-3,442	Closed	-$201K	–	239
2024 Q4	$201K	Sell	3,442 -7	-0.2%	-$433	0.05%	214
2024 Q3	$224K	Sell	3,449 -374	-10%	-$23.9K	0.05%	200
2024 Q2	$234K	Sell	3,823 -223	-6%	-$13.4K	0.07%	157
2024 Q1	$250K	Buy	4,046 +6	+0.1%	+$361	0.07%	158
2023 Q4	$231K	Buy	4,040 +15	+0.4%	+$817	0.07%	160
2023 Q3	$217K	Sell	4,025 -225	-5%	-$12.6K	0.08%	156
2023 Q2	$238K	Buy	4,250 +5	+0.1%	+$278	0.08%	153
2023 Q1	$232K	Buy	4,245 +5	+0.1%	+$274	0.08%	159
2022 Q4	$240K	Sell	4,240 -255	-6%	-$14.1K	0.09%	153
2022 Q3	$227K	Sell	4,495 -445	-9%	-$24K	0.1%	167
2022 Q2	$266K	Buy	4,940 +370	+8%	+$20.3K	0.11%	161
2022 Q1	$264K	Buy	4,570 +450	+11%	+$25.1K	0.11%	181
2021 Q4	$248K	Sell	4,120 -1,330	-24%	-$76K	0.09%	194
2021 Q3	$301K	Sell	5,450 -380	-7%	-$21.7K	0.16%	150
2021 Q2	$318K	Sell	5,830 -240	-4%	-$12.7K	0.17%	145
2021 Q1	$306K	Sell	6,070 -315	-5%	-$15.8K	0.18%	114
2020 Q4	$314K	Buy	+6,385	New	+$301K	0.2%	105

Other funds holding IYH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Financial Group (Maryland)'s IYH Position: Q1 2025 in Review

Marshall Financial Group (Maryland) sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 3,442 shares — an estimated $201K sold.

Marshall Financial Group (Maryland) first reported a position in IYH in Q4 2020 and held it in 17 quarters. The position peaked at $318K in Q2 2021. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

Marshall Financial Group (Maryland) reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 3,442 iShares US Healthcare ETF shares in Q1 2025, an estimated $201K.
Marshall Financial Group (Maryland) first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 17 quarters.
Marshall Financial Group (Maryland)'s iShares US Healthcare ETF position peaked at $318K in Q2 2021.
497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2025, filed 16 Apr 2025.