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Arete Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Arete Wealth 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
2025
Q3 		– Sell
-4,452
Closed -$251K – 785
2025
Q2 		$251K Buy
4,452
+86
+2% +$4.85K 0.02% 618
2025
Q1 		$266K Buy
+4,366
New +$267K 0.02% 580

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Arete Wealth Advisors's IYH Position: Q3 2025 in Review

Arete Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 4,452 shares — an estimated $251K sold.

Arete Wealth Advisors first reported a position in IYH in Q1 2025 and held it in 2 quarters. The position peaked at $266K in Q1 2025. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

  • Arete Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,452 iShares US Healthcare ETF shares in Q3 2025, an estimated $251K.
  • Arete Wealth Advisors first reported a position in iShares US Healthcare ETF in Q1 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's iShares US Healthcare ETF position peaked at $266K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.