Apexium Financial’s iShares US Healthcare ETF IYH Stock Holding History

Apexium Financial’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 Q3	$886K	Buy	15,085 +174	+1%	+$9.91K	0.04%	141
2025 Q2	$842K	Buy	14,911 +3,521	+31%	+$199K	0.04%	139
2025 Q1	$694K	Hold	11,390	–	–	0.04%	148
2024 Q4	$664K	Hold	11,390	–	–	0.04%	140
2024 Q3	$740K	Hold	11,390	–	–	0.05%	113
2024 Q2	$698K	Hold	11,390	–	–	0.05%	111
2024 Q1	$705K	Sell	11,390 -55	-0.5%	-$3.31K	0.05%	114
2023 Q4	$655K	Hold	11,445	–	–	0.05%	157
2023 Q3	$621K	Sell	11,445 -625	-5%	-$34.9K	0.06%	117
2023 Q2	$677K	Sell	12,070 -475	-4%	-$26.4K	0.06%	115
2023 Q1	$685K	Sell	12,545 -635	-5%	-$34.8K	0.07%	111
2022 Q4	$748K	Buy	13,180 +10	+0.1%	+$552	0.08%	97
2022 Q3	$666K	Buy	+13,170	New	+$711K	0.08%	98
2020 Q2	–	Sell	-6,450	Closed	-$242K	–	78
2020 Q1	$242K	Buy	+6,450	New	+$265K	0.32%	44

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Apexium Financial's IYH Position: Q3 2025 in Review

Apexium Financial increased its iShares US Healthcare ETF (IYH) stake by 1.2% in Q3 2025, buying an estimated $9.91K and bringing the position to 15,085 shares worth $886K. The position accounts for 0.04% of the portfolio, ranked #141.

Apexium Financial first reported a position in IYH in Q1 2020 and has held it in 14 quarters since. 479 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Apexium Financial held 15,085 shares of iShares US Healthcare ETF worth $886K as of Q3 2025.
Apexium Financial bought 174 iShares US Healthcare ETF shares in Q3 2025, an estimated $9.91K.
iShares US Healthcare ETF made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #141 holding.
Apexium Financial first reported a position in iShares US Healthcare ETF in Q1 2020 and has held it in 14 quarters since.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.