WR Wealth Planners’s iShares US Healthcare ETF IYH Stock Holding History

WR Wealth Planners’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	$7.28K	Sell	125 -80	-39%	-$4.94K	﹤0.01%	634
2024 Q3	$13.3K	Sell	205 -10	-5%	-$639	﹤0.01%	583
2024 Q2	$13.2K	Sell	215 -5	-2%	-$301	﹤0.01%	533
2024 Q1	$13.6K	Buy	+220	New	+$13.2K	﹤0.01%	531
2023 Q4	–	Sell	-850	Closed	-$45.9K	–	531
2023 Q3	$45.9K	Buy	850 +65	+8%	+$3.63K	0.02%	327
2023 Q2	$44K	Buy	785 +180	+30%	+$10K	0.02%	336
2023 Q1	$33K	Buy	605 +185	+44%	+$10.2K	0.01%	375
2022 Q4	$23.8K	Buy	420 +115	+38%	+$6.35K	0.01%	206
2022 Q3	$15.4K	Buy	+305	New	+$16.5K	0.01%	224
2022 Q2	–	Sell	-165	Closed	-$9.61K	–	537
2022 Q1	$9.61K	Buy	+165	New	+$9.21K	0.01%	303

Other funds holding IYH

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

WR Wealth Planners's IYH Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares US Healthcare ETF (IYH) stake by 39% in Q4 2024, selling an estimated $4.94K and leaving 125 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

WR Wealth Planners first reported a position in IYH in Q1 2022 and has held it in 10 quarters since. The position peaked at $45.9K in Q3 2023. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

WR Wealth Planners held 125 shares of iShares US Healthcare ETF worth $7.28K as of Q4 2024.
WR Wealth Planners sold 80 iShares US Healthcare ETF shares in Q4 2024, an estimated $4.94K.
iShares US Healthcare ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #634 holding.
WR Wealth Planners first reported a position in iShares US Healthcare ETF in Q1 2022 and has held it in 10 quarters since.
WR Wealth Planners's iShares US Healthcare ETF position peaked at $45.9K in Q3 2023.
506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.