REDW Wealth’s iShares US Healthcare ETF IYH Stock Holding History

REDW Wealth’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	-3,655	Closed	-$238K	–	139
2024 Q3	$238K	Hold	3,655	–	–	0.06%	146
2024 Q2	$224K	Hold	3,655	–	–	0.06%	150
2024 Q1	$226K	Hold	3,655	–	–	0.06%	149
2023 Q4	$209K	Buy	+3,655	New	+$199K	0.06%	145
2023 Q3	–	Sell	-3,655	Closed	-$205K	–	146
2023 Q2	$205K	Buy	+3,655	New	+$203K	0.06%	136
2023 Q1	–	Sell	-4,875	Closed	-$277K	–	147
2022 Q4	$277K	Hold	4,875	–	–	0.1%	106
2022 Q3	$247K	Hold	4,875	–	–	0.1%	102
2022 Q2	$262K	Hold	4,875	–	–	0.1%	101
2022 Q1	$282K	Hold	4,875	–	–	0.08%	98
2021 Q4	$293K	Hold	4,875	–	–	0.09%	91
2021 Q3	$269K	Hold	4,875	–	–	0.09%	90
2021 Q2	$266K	Hold	4,875	–	–	0.08%	92
2021 Q1	$246K	Hold	4,875	–	–	0.08%	92
2020 Q4	$240K	Hold	4,875	–	–	0.09%	85
2020 Q3	$222K	Hold	4,875	–	–	0.09%	84
2020 Q2	$210K	Buy	+4,875	New	+$206K	0.1%	79
2020 Q1	–	Sell	-4,875	Closed	-$210K	–	81
2019 Q4	$210K	Buy	+4,875	New	+$197K	0.12%	76

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

REDW Wealth's IYH Position: Q4 2024 in Review

REDW Wealth sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 3,655 shares — an estimated $238K sold.

REDW Wealth first reported a position in IYH in Q4 2019 and held it in 17 quarters. The position peaked at $293K in Q4 2021. 507 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

REDW Wealth reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 3,655 iShares US Healthcare ETF shares in Q4 2024, an estimated $238K.
REDW Wealth first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 17 quarters.
REDW Wealth's iShares US Healthcare ETF position peaked at $293K in Q4 2021.
507 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.