Northwestern Mutual Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.8M | Sell |
1,129,283
-332,504
| -23% | -$18.8M | 0.05% | 196 |
|
|
2025
Q1 | $89M | Buy |
1,461,787
+167,985
| +13% | +$10.2M | 0.07% | 129 |
|
|
2024
Q4 | $75.4M | Buy |
1,293,802
+115,906
| +10% | +$6.75M | 0.06% | 141 |
|
|
2024
Q3 | $76.6M | Sell |
1,177,896
-12,117
| -1% | -$788K | 0.07% | 140 |
|
|
2024
Q2 | $72.9M | Sell |
1,190,013
-267,000
| -18% | -$16.4M | 0.07% | 128 |
|
|
2024
Q1 | $90.2M | Buy |
1,457,013
+1,160,885
| +392% | +$71.9M | 0.09% | 104 |
|
|
2023
Q4 | $84.8M | Buy |
296,128
+75,229
| +34% | +$21.5M | 0.1% | 101 |
|
|
2023
Q3 | $59.7M | Buy |
220,899
+108,245
| +96% | +$29.2M | 0.08% | 121 |
|
|
2023
Q2 | $31.6M | Buy |
112,654
+3,056
| +3% | +$856K | 0.04% | 220 |
|
|
2023
Q1 | $29.9M | Buy |
109,598
+63,044
| +135% | +$17.2M | 0.04% | 214 |
|
|
2022
Q4 | $13.2M | Buy |
46,554
+25,048
| +116% | +$7.11M | 0.02% | 290 |
|
|
2022
Q3 | $5.44M | Buy |
21,506
+10,764
| +100% | +$2.72M | 0.01% | 400 |
|
|
2022
Q2 | $2.89M | Buy |
10,742
+1,118
| +12% | +$301K | 0.01% | 537 |
|
|
2022
Q1 | $2.78M | Sell |
9,624
-1,409
| -13% | -$407K | ﹤0.01% | 563 |
|
|
2021
Q4 | $3.31M | Buy |
11,033
+2,038
| +23% | +$612K | 0.01% | 496 |
|
|
2021
Q3 | $2.48M | Buy |
8,995
+27
| +0.3% | +$7.45K | ﹤0.01% | 530 |
|
|
2021
Q2 | $2.45M | Buy |
8,968
+194
| +2% | +$52.9K | ﹤0.01% | 518 |
|
|
2021
Q1 | $2.22M | Buy |
8,774
+1,529
| +21% | +$386K | ﹤0.01% | 490 |
|
|
2020
Q4 | $1.78M | Buy |
7,245
+1,252
| +21% | +$308K | ﹤0.01% | 504 |
|
|
2020
Q3 | $1.36M | Buy |
5,993
+123
| +2% | +$27.9K | ﹤0.01% | 515 |
|
|
2020
Q2 | $1.27M | Buy |
5,870
+580
| +11% | +$125K | ﹤0.01% | 492 |
|
|
2020
Q1 | $993K | Sell |
5,290
-269
| -5% | -$50.5K | ﹤0.01% | 481 |
|
|
2019
Q4 | $1.2M | Sell |
5,559
-170
| -3% | -$36.7K | ﹤0.01% | 478 |
|
|
2019
Q3 | $1.08M | Buy |
5,729
+102
| +2% | +$19.3K | ﹤0.01% | 474 |
|
|
2019
Q2 | $1.1M | Sell |
5,627
-2,700
| -32% | -$527K | ﹤0.01% | 455 |
|
|
2019
Q1 | $1.61M | Sell |
8,327
-1,751
| -17% | -$339K | 0.01% | 393 |
|
|
2018
Q4 | $1.82M | Buy |
10,078
+1,080
| +12% | +$195K | 0.01% | 351 |
|
|
2018
Q3 | $1.83M | Sell |
8,998
-286
| -3% | -$58K | 0.01% | 334 |
|
|
2018
Q2 | $1.65M | Sell |
9,284
-204
| -2% | -$36.3K | 0.01% | 332 |
|
|
2018
Q1 | $1.64M | Buy |
9,488
+144
| +2% | +$24.8K | 0.01% | 320 |
|
|
2017
Q4 | $1.63M | Sell |
9,344
-8,905
| -49% | -$1.55M | 0.01% | 303 |
|
|
2017
Q3 | $3.14M | Buy |
18,249
+204
| +1% | +$35.1K | 0.02% | 228 |
|
|
2017
Q2 | $3M | Buy |
18,045
+381
| +2% | +$63.3K | 0.02% | 227 |
|
|
2017
Q1 | $2.75M | Buy |
17,664
+993
| +6% | +$155K | 0.03% | 232 |
|
|
2016
Q4 | $2.4M | Buy |
+16,671
| New | +$2.4M | 0.03% | 243 |
|
|
2016
Q3 | – | Sell |
-182
| Closed | -$27K | – | 866 |
|
|
2016
Q2 | $27K | Buy |
182
+1
| +0.6% | +$148 | ﹤0.01% | 1069 |
|
|
2016
Q1 | $25K | Sell |
181
-19
| -10% | -$2.62K | ﹤0.01% | 1107 |
|
|
2015
Q4 | $30K | Hold |
200
| – | – | ﹤0.01% | 890 |
|
|
2015
Q3 | $28K | Hold |
200
| – | – | ﹤0.01% | 835 |
|
|
2015
Q2 | $32K | Sell |
200
-135
| -40% | -$21.6K | ﹤0.01% | 771 |
|
|
2015
Q1 | $52K | Buy |
335
+135
| +68% | +$21K | ﹤0.01% | 644 |
|
|
2014
Q4 | $29K | Sell |
200
-57
| -22% | -$8.27K | ﹤0.01% | 783 |
|
|
2014
Q3 | $35K | Buy |
+257
| New | +$35K | ﹤0.01% | 685 |
|