ShoreHaven Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

ShoreHaven Wealth Partners’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	-5,033	Closed	-$327K	–	94
2024 Q3	$327K	Hold	5,033	–	–	0.16%	65
2024 Q2	$308K	Sell	5,033 -82	-2%	-$4.93K	0.16%	65
2024 Q1	$317K	Sell	5,115 -530	-9%	-$31.9K	0.17%	65
2023 Q4	$323K	Sell	5,645 -8,060	-59%	-$439K	0.2%	60
2023 Q3	$740K	Sell	13,705 -2,740	-17%	-$153K	0.51%	39
2023 Q2	$922K	Buy	16,445 +1,535	+10%	+$85.3K	0.62%	33
2023 Q1	$814K	Sell	14,910 -2,035	-12%	-$112K	0.57%	35
2022 Q4	$962K	Buy	16,945 +865	+5%	+$47.7K	0.68%	39
2022 Q3	$813K	Buy	16,080 +1,990	+14%	+$107K	0.62%	39
2022 Q2	$757K	Buy	+14,090	New	+$774K	0.54%	42

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

ShoreHaven Wealth Partners's IYH Position: Q4 2024 in Review

ShoreHaven Wealth Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 5,033 shares — an estimated $327K sold.

ShoreHaven Wealth Partners first reported a position in IYH in Q2 2022 and held it in 10 quarters. The position peaked at $962K in Q4 2022. 507 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

ShoreHaven Wealth Partners reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
ShoreHaven Wealth Partners sold 5,033 iShares US Healthcare ETF shares in Q4 2024, an estimated $327K.
ShoreHaven Wealth Partners first reported a position in iShares US Healthcare ETF in Q2 2022 and held it in 10 quarters.
ShoreHaven Wealth Partners's iShares US Healthcare ETF position peaked at $962K in Q4 2022.
507 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on ShoreHaven Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.