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Welch Group’s iShares US Healthcare ETF IYH Stock Holding History

Welch Group’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
-5,171
Closed -$301K – 270
2024
Q4 		$301K Buy
+5,171
New +$320K 0.01% 206
2017
Q1 		– Sell
-24,145
Closed -$696K – 130
2016
Q4 		$696K Buy
+24,145
New +$700K 0.14% 52

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

Welch Group's IYH Position: Q1 2025 in Review

Welch Group sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 5,171 shares — an estimated $301K sold.

Welch Group first reported a position in IYH in Q4 2016 and held it in 2 quarters. The position peaked at $696K in Q4 2016. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

  • Welch Group reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Welch Group sold 5,171 iShares US Healthcare ETF shares in Q1 2025, an estimated $301K.
  • Welch Group first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 2 quarters.
  • Welch Group's iShares US Healthcare ETF position peaked at $696K in Q4 2016.
  • 497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Welch Group's 13F filing for Q1 2025, filed 8 Apr 2025.