Atria Wealth Solutions’s iShares US Healthcare ETF IYH Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-3,298	Closed	-$201K	–	1702
2025 Q1	$201K	Sell	3,298 -1,455	-31%	-$88.9K	﹤0.01%	1718
2024 Q4	$277K	Sell	4,753 -25,344	-84%	-$1.57M	﹤0.01%	1611
2024 Q3	$1.96M	Sell	30,097 -1,574	-5%	-$101K	0.02%	645
2024 Q2	$1.94M	Sell	31,671 -8,265	-21%	-$497K	0.02%	632
2024 Q1	$2.47M	Buy	39,936 +2,911	+8%	+$175K	0.03%	570
2023 Q4	$2.12M	Sell	37,025 -9,980	-21%	-$543K	0.03%	586
2023 Q3	$2.55M	Sell	47,005 -520	-1%	-$29.1K	0.04%	486
2023 Q2	$2.66M	Sell	47,525 -2,475	-5%	-$138K	0.04%	477
2023 Q1	$2.73M	Sell	50,000 -1,555	-3%	-$85.3K	0.04%	437
2022 Q4	$2.93M	Buy	51,555 +2,805	+6%	+$155K	0.05%	389
2022 Q3	$2.47M	Buy	48,750 +8,140	+20%	+$440K	0.04%	409
2022 Q2	$2.19M	Buy	40,610 +2,440	+6%	+$134K	0.04%	413
2022 Q1	$2.21M	Buy	+38,170	New	+$2.13M	0.04%	459

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Wealth Solutions's IYH Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 3,298 shares — an estimated $201K sold.

Atria Wealth Solutions first reported a position in IYH in Q1 2022 and held it in 13 quarters. The position peaked at $2.93M in Q4 2022. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Atria Wealth Solutions reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,298 iShares US Healthcare ETF shares in Q2 2025, an estimated $201K.
Atria Wealth Solutions first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's iShares US Healthcare ETF position peaked at $2.93M in Q4 2022.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.