Northeast Financial Consultants’s iShares US Healthcare ETF IYH Stock Holding History

Northeast Financial Consultants’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	-26,525	Closed	-$1.55M	–	285
2024 Q4	$1.55M	Hold	26,525	–	–	0.07%	120
2024 Q3	$1.72M	Hold	26,525	–	–	0.08%	113
2024 Q2	$1.63M	Sell	26,525 -2,200	-8%	-$132K	0.07%	110
2024 Q1	$1.78M	Hold	28,725	–	–	0.09%	110
2023 Q4	$1.64M	Hold	28,725	–	–	0.09%	110
2023 Q3	$1.55M	Hold	28,725	–	–	0.1%	113
2023 Q2	$1.61M	Hold	28,725	–	–	0.1%	112
2023 Q1	$1.57M	Sell	28,725 -22,675	-44%	-$1.24M	0.1%	110
2022 Q4	$2.92M	Buy	+51,400	New	+$2.84M	0.2%	81

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

Northeast Financial Consultants's IYH Position: Q1 2025 in Review

Northeast Financial Consultants sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 26,525 shares — an estimated $1.55M sold.

Northeast Financial Consultants first reported a position in IYH in Q4 2022 and held it in 9 quarters. The position peaked at $2.92M in Q4 2022. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

Northeast Financial Consultants reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
Northeast Financial Consultants sold 26,525 iShares US Healthcare ETF shares in Q1 2025, an estimated $1.55M.
Northeast Financial Consultants first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 9 quarters.
Northeast Financial Consultants's iShares US Healthcare ETF position peaked at $2.92M in Q4 2022.
497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Northeast Financial Consultants's 13F filing for Q1 2025, filed 16 May 2025.