PCA Investment Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

PCA Investment Advisory Services’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	-4,181	Closed	-$272K	–	153
2024 Q3	$272K	Buy	4,181 +3	+0.1%	+$192	0.13%	110
2024 Q2	$256K	Sell	4,178 -263	-6%	-$15.8K	0.13%	108
2024 Q1	$275K	Buy	4,441 +1	+0%	+$60	0.15%	94
2023 Q4	$254K	Sell	4,440 -1,155	-21%	-$62.9K	0.17%	93
2023 Q3	$302K	Buy	5,595 +700	+14%	+$39.1K	0.22%	74
2023 Q2	$275K	Buy	4,895 +50	+1%	+$2.78K	0.16%	84
2023 Q1	$265K	Buy	+4,845	New	+$266K	0.19%	83

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

PCA Investment Advisory Services's IYH Position: Q4 2024 in Review

PCA Investment Advisory Services sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 4,181 shares — an estimated $272K sold.

PCA Investment Advisory Services first reported a position in IYH in Q1 2023 and held it in 7 quarters. The position peaked at $302K in Q3 2023. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

PCA Investment Advisory Services reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
PCA Investment Advisory Services sold 4,181 iShares US Healthcare ETF shares in Q4 2024, an estimated $272K.
PCA Investment Advisory Services first reported a position in iShares US Healthcare ETF in Q1 2023 and held it in 7 quarters.
PCA Investment Advisory Services's iShares US Healthcare ETF position peaked at $302K in Q3 2023.
506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on PCA Investment Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.