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Spectrum Wealth Counsel’s iShares US Healthcare ETF IYH Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$19.8K Hold
325
– – ﹤0.01% 204
2024
Q4 		$18.9K Hold
325
– – ﹤0.01% 204
2024
Q3 		$21.1K Hold
325
– – ﹤0.01% 210
2024
Q2 		$19.9K Hold
325
– – ﹤0.01% 258
2024
Q1 		$20.1K Hold
325
– – ﹤0.01% 260
2023
Q4 		$18.6K Buy
+325
New +$17.7K ﹤0.01% 233

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spectrum Wealth Counsel's IYH Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares US Healthcare ETF (IYH) position steady in Q1 2025 at 325 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Spectrum Wealth Counsel first reported a position in IYH in Q4 2023 and has held it in 6 quarters since. The position peaked at $21.1K in Q3 2024. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

  • Spectrum Wealth Counsel held 325 shares of iShares US Healthcare ETF worth $19.8K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares US Healthcare ETF share count unchanged in Q1 2025.
  • iShares US Healthcare ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #204 holding.
  • Spectrum Wealth Counsel first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares US Healthcare ETF position peaked at $21.1K in Q3 2024.
  • 497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.