Northwest Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Northwest Capital 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
2024 Q4	–	Sell	-30	Closed	-$1.95K	–	451
2024 Q3	$1.95K	Hold	30	–	–	﹤0.01%	411
2024 Q2	$1.84K	Sell	30 -613	-95%	-$36.9K	﹤0.01%	413
2024 Q1	$39.8K	Sell	643 -2,452	-79%	-$147K	0.01%	243
2023 Q4	$177K	Hold	3,095	–	–	0.06%	132
2023 Q3	$167K	Sell	3,095 -1,375	-31%	-$76.8K	0.06%	121
2023 Q2	$251K	Hold	4,470	–	–	0.11%	92
2023 Q1	$244K	Buy	4,470 +750	+20%	+$41.1K	0.12%	89
2022 Q4	$211K	Buy	+3,720	New	+$205K	0.11%	94

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

Northwest Capital Management's IYH Position: Q4 2024 in Review

Northwest Capital Management sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 30 shares — an estimated $1.95K sold.

Northwest Capital Management first reported a position in IYH in Q4 2022 and held it in 8 quarters. The position peaked at $251K in Q2 2023. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

Northwest Capital Management reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
Northwest Capital Management sold 30 iShares US Healthcare ETF shares in Q4 2024, an estimated $1.95K.
Northwest Capital Management first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 8 quarters.
Northwest Capital Management's iShares US Healthcare ETF position peaked at $251K in Q2 2023.
506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Northwest Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.