Nottingham Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Nottingham Advisors’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	-3,125	Closed	-$203K	–	138
2024 Q3	$203K	Buy	+3,125	New	+$200K	0.02%	142
2022 Q1	–	Sell	-3,875	Closed	-$233K	–	143
2021 Q4	$233K	Hold	3,875	–	–	0.03%	132
2021 Q3	$214K	Hold	3,875	–	–	0.02%	131
2021 Q2	$211K	Buy	+3,875	New	+$205K	0.02%	141
2021 Q1	–	Sell	-5,125	Closed	-$252K	–	150
2020 Q4	$252K	Hold	5,125	–	–	0.04%	122
2020 Q3	$233K	Buy	+5,125	New	+$232K	0.03%	119

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

Nottingham Advisors's IYH Position: Q4 2024 in Review

Nottingham Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 3,125 shares — an estimated $203K sold.

Nottingham Advisors first reported a position in IYH in Q3 2020 and held it in 6 quarters. The position peaked at $252K in Q4 2020. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

Nottingham Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
Nottingham Advisors sold 3,125 iShares US Healthcare ETF shares in Q4 2024, an estimated $203K.
Nottingham Advisors first reported a position in iShares US Healthcare ETF in Q3 2020 and held it in 6 quarters.
Nottingham Advisors's iShares US Healthcare ETF position peaked at $252K in Q4 2020.
506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Nottingham Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.