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The Family Firm’s iShares US Healthcare ETF IYH Stock Holding History

The Family Firm’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
-3,602
Closed -$234K – 217
2024
Q3 		$234K Sell
3,602
-629
-15% -$40.2K 0.05% 189
2024
Q2 		$259K Sell
4,231
-481
-10% -$28.9K 0.06% 173
2024
Q1 		$292K Buy
4,712
+12
+0.3% +$722 0.07% 159
2023
Q4 		$269K Buy
+4,700
New +$256K 0.07% 159
2023
Q2 		– Sell
-4,095
Closed -$224K – 186
2023
Q1 		$224K Buy
4,095
+10
+0.2% +$549 0.06% 168
2022
Q4 		$232K Buy
4,085
+30
+0.7% +$1.66K 0.07% 166
2022
Q3 		$205K Hold
4,055
– – 0.07% 167
2022
Q2 		$218K Buy
4,055
+10
+0.2% +$549 0.06% 173
2022
Q1 		$234K Buy
4,045
+10
+0.2% +$558 0.06% 166
2021
Q4 		$243K Sell
4,035
-245
-6% -$14K 0.06% 166
2021
Q3 		$242K Buy
4,280
+15
+0.4% +$858 0.06% 162
2021
Q2 		$233K Buy
4,265
+20
+0.5% +$1.06K 0.06% 161
2021
Q1 		$214K Hold
4,245
– – 0.06% 166
2020
Q4 		$216K Sell
4,245
-315
-7% -$14.9K 0.06% 158
2020
Q3 		$207K Buy
+4,560
New +$206K 0.07% 135
2020
Q2 		– Sell
-5,730
Closed -$215K – 141
2020
Q1 		$215K Sell
5,730
-140
-2% -$5.76K 0.09% 124
2019
Q4 		$253K Buy
+5,870
New +$237K 0.09% 133

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 $1.66T 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

The Family Firm's IYH Position: Q4 2024 in Review

The Family Firm sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 3,602 shares — an estimated $234K sold.

The Family Firm first reported a position in IYH in Q4 2019 and held it in 17 quarters. The position peaked at $292K in Q1 2024. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • The Family Firm reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • The Family Firm sold 3,602 iShares US Healthcare ETF shares in Q4 2024, an estimated $234K.
  • The Family Firm first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 17 quarters.
  • The Family Firm's iShares US Healthcare ETF position peaked at $292K in Q1 2024.
  • 506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on The Family Firm's 13F filing for Q4 2024, filed 10 Feb 2025.