WESPAC Advisors’s iShares US Healthcare ETF IYH Stock Holding History

WESPAC Advisors’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	-10,296	Closed	-$669K	–	169
2024 Q3	$669K	Sell	10,296 -6,569	-39%	-$420K	0.5%	73
2024 Q2	$1.03M	Sell	16,865 -5,140	-23%	-$309K	0.81%	37
2024 Q1	$1.36M	Sell	22,005 -60	-0.3%	-$3.61K	0.79%	37
2023 Q4	$1.26M	Sell	22,065 -2,040	-8%	-$111K	0.88%	34
2023 Q3	$1.3M	Sell	24,105 -330	-1%	-$18.4K	0.97%	29
2023 Q2	$1.37M	Buy	24,435 +2,220	+10%	+$123K	1.1%	26
2023 Q1	$1.21M	Buy	22,215 +3,360	+18%	+$184K	1.14%	29
2022 Q4	$1.07M	Buy	18,855 +2,935	+18%	+$162K	1.85%	14
2022 Q3	$806K	Buy	+15,920	New	+$860K	1.09%	34
2017 Q4	–	Sell	-19,455	Closed	-$669K	–	133
2017 Q3	$669K	Buy	19,455 +1,855	+11%	+$62.5K	0.44%	72
2017 Q2	$585K	Buy	+17,600	New	+$562K	0.4%	74

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WESPAC Advisors's IYH Position: Q4 2024 in Review

WESPAC Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 10,296 shares — an estimated $669K sold.

WESPAC Advisors first reported a position in IYH in Q2 2017 and held it in 11 quarters. The position peaked at $1.37M in Q2 2023. 507 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

WESPAC Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
WESPAC Advisors sold 10,296 iShares US Healthcare ETF shares in Q4 2024, an estimated $669K.
WESPAC Advisors first reported a position in iShares US Healthcare ETF in Q2 2017 and held it in 11 quarters.
WESPAC Advisors's iShares US Healthcare ETF position peaked at $1.37M in Q2 2023.
507 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on WESPAC Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.