Washington Trust’s iShares US Healthcare ETF IYH Stock Holding History

Washington Trust’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	–	Sell	-606	Closed	-$35.3K	–	817
2024 Q4	$35.3K	Sell	606 -1,304	-68%	-$80.6K	﹤0.01%	491
2024 Q3	$124K	Sell	1,910 -800	-30%	-$51.1K	﹤0.01%	327
2024 Q2	$166K	Sell	2,710 -270	-9%	-$16.2K	0.01%	292
2024 Q1	$184K	Hold	2,980	–	–	0.01%	287
2023 Q4	$171K	Hold	2,980	–	–	0.01%	278
2023 Q3	$161K	Hold	2,980	–	–	0.01%	258
2023 Q2	$167K	Hold	2,980	–	–	0.01%	265
2023 Q1	$163K	Buy	+2,980	New	+$164K	0.01%	270

Other funds holding IYH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Washington Trust's IYH Position: Q1 2025 in Review

Washington Trust sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 606 shares — an estimated $35.3K sold.

Washington Trust first reported a position in IYH in Q1 2023 and held it in 8 quarters. The position peaked at $184K in Q1 2024. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

Washington Trust reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 606 iShares US Healthcare ETF shares in Q1 2025, an estimated $35.3K.
Washington Trust first reported a position in iShares US Healthcare ETF in Q1 2023 and held it in 8 quarters.
Washington Trust's iShares US Healthcare ETF position peaked at $184K in Q1 2024.
497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.