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Steve Schonfeld’s iShares US Healthcare ETF IYH Stock Holding History

Steve Schonfeld’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
-15,275
Closed -$993K – 2201
2024
Q3 		$993K Buy
+15,275
New +$976K 0.01% 1162
2023
Q2 		– Sell
-33,000
Closed -$1.8M – 2321
2023
Q1 		$1.8M Sell
33,000
-26,500
-45% -$1.45M 0.02% 721
2022
Q4 		$3.38M Buy
+59,500
New +$3.28M 0.03% 621

Other funds holding IYH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steve Schonfeld's IYH Position: Q4 2024 in Review

Steve Schonfeld sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 15,275 shares — an estimated $993K sold.

Steve Schonfeld first reported a position in IYH in Q4 2022 and held it in 3 quarters. The position peaked at $3.38M in Q4 2022. 507 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • Steve Schonfeld reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Steve Schonfeld sold 15,275 iShares US Healthcare ETF shares in Q4 2024, an estimated $993K.
  • Steve Schonfeld first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 3 quarters.
  • Steve Schonfeld's iShares US Healthcare ETF position peaked at $3.38M in Q4 2022.
  • 507 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.