Sugarloaf Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Sugarloaf Wealth Management’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	$68.8K	Hold	1,180	–	–	0.01%	262
2024 Q3	$76.7K	Hold	1,180	–	–	0.01%	263
2024 Q2	$72.3K	Hold	1,180	–	–	0.01%	258
2024 Q1	$73K	Hold	1,180	–	–	0.02%	257
2023 Q4	$67.6K	Hold	1,180	–	–	0.02%	255
2023 Q3	$63.7K	Hold	1,180	–	–	0.02%	259
2023 Q2	$66.1K	Buy	1,180 +5	+0.4%	+$278	0.02%	254
2023 Q1	$64.4K	Sell	1,175 -5	-0.4%	-$274	0.02%	252
2022 Q4	$67K	Sell	1,180 -370	-24%	-$20.4K	0.02%	241
2022 Q3	$79K	Hold	1,550	–	–	0.02%	223
2022 Q2	$83K	Hold	1,550	–	–	0.02%	215
2022 Q1	$90K	Hold	1,550	–	–	0.02%	203
2021 Q4	$93K	Hold	1,550	–	–	0.02%	210
2021 Q3	$85K	Hold	1,550	–	–	0.02%	209
2021 Q2	$84K	Sell	1,550 -7,590	-83%	-$402K	0.02%	209
2021 Q1	$78	Buy	9,140 +7,595	+492%	+$382K	0.02%	220
2020 Q4	$76K	Buy	1,545 +5	+0.3%	+$236	0.03%	203
2020 Q3	$70K	Sell	1,540 -2,270	-60%	-$103K	0.03%	194
2020 Q2	$164K	Hold	3,810	–	–	0.06%	122
2020 Q1	$143K	Hold	3,810	–	–	0.06%	125
2019 Q4	$164K	Buy	+3,810	New	+$154K	0.07%	130

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

Sugarloaf Wealth Management's IYH Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q4 2024 at 1,180 shares worth $68.8K. The position accounts for 0.01% of the portfolio, ranked #262.

Sugarloaf Wealth Management first reported a position in IYH in Q4 2019 and has held it in 21 quarters since. The position peaked at $164K in Q2 2020. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

Sugarloaf Wealth Management held 1,180 shares of iShares US Healthcare ETF worth $68.8K as of Q4 2024.
Sugarloaf Wealth Management left its iShares US Healthcare ETF share count unchanged in Q4 2024.
iShares US Healthcare ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #262 holding.
Sugarloaf Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares US Healthcare ETF position peaked at $164K in Q2 2020.
506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.