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Wintrust Investments’s iShares US Healthcare ETF IYH Stock Holding History

Wintrust Investments’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
-387
Closed -$25K – 477
2024
Q3 		$25K Buy
+387
New +$24.7K 0.02% 441

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wintrust Investments's IYH Position: Q4 2024 in Review

Wintrust Investments sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 387 shares — an estimated $25K sold.

Wintrust Investments first reported a position in IYH in Q3 2024 and held it in 1 quarter. The position peaked at $25K in Q3 2024. 507 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • Wintrust Investments reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 387 iShares US Healthcare ETF shares in Q4 2024, an estimated $25K.
  • Wintrust Investments first reported a position in iShares US Healthcare ETF in Q3 2024 and held it in 1 quarter.
  • Wintrust Investments's iShares US Healthcare ETF position peaked at $25K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.