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Northeast Planning Associates NH’s iShares US Healthcare ETF IYH Stock Holding History

Northeast Planning Associates NH’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
-6,510
Closed -$379K – 53
2024
Q4 		$379K Buy
+6,510
New +$402K 0.39% 32

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Wells Fargo
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PCH
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Raymond James Financial
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northeast Planning Associates NH's IYH Position: Q1 2025 in Review

Northeast Planning Associates NH sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 6,510 shares — an estimated $379K sold.

Northeast Planning Associates NH first reported a position in IYH in Q4 2024 and held it in 1 quarter. The position peaked at $379K in Q4 2024. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

  • Northeast Planning Associates NH reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 6,510 iShares US Healthcare ETF shares in Q1 2025, an estimated $379K.
  • Northeast Planning Associates NH first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 1 quarter.
  • Northeast Planning Associates NH's iShares US Healthcare ETF position peaked at $379K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Northeast Planning Associates NH's 13F filing for Q1 2025, filed 5 May 2025.