Avantax Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Avantax Advisory Services’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	$825K	Sell	14,613 -1,002	-6%	-$56.5K	﹤0.01%	1282
2025 Q1	$951K	Buy	15,615 +1,226	+9%	+$74.9K	0.01%	1117
2024 Q4	$838K	Sell	14,389 -2,921	-17%	-$180K	0.01%	1125
2024 Q3	$1.13M	Sell	17,310 -10,382	-37%	-$663K	0.01%	959
2024 Q2	$1.7M	Sell	27,692 -8,020	-22%	-$483K	0.01%	728
2024 Q1	$2.21M	Buy	35,712 +277	+0.8%	+$16.7K	0.02%	518
2023 Q4	$2.03M	Sell	35,435 -3,210	-8%	-$175K	0.02%	494
2023 Q3	$2.09M	Sell	38,645 -1,800	-4%	-$101K	0.02%	447
2023 Q2	$2.27M	Buy	40,445 +1,915	+5%	+$106K	0.03%	419
2023 Q1	$2.1M	Sell	38,530 -16,675	-30%	-$915K	0.03%	432
2022 Q4	$3.13M	Buy	55,205 +24,050	+77%	+$1.33M	0.04%	326
2022 Q3	$1.58M	Buy	31,155 +1,900	+6%	+$103K	0.02%	431
2022 Q2	$1.57M	Sell	29,255 -4,045	-12%	-$222K	0.02%	437
2022 Q1	$1.92M	Sell	33,300 -510	-2%	-$28.5K	0.03%	385
2021 Q4	$2.03M	Buy	33,810 +500	+2%	+$28.6K	0.03%	366
2021 Q3	$1.84M	Buy	33,310 +2,640	+9%	+$151K	0.03%	353
2021 Q2	$1.68M	Sell	30,670 -40	-0.1%	-$2.12K	0.03%	371
2021 Q1	$1.56M	Buy	30,710 +1,285	+4%	+$64.6K	0.03%	341
2020 Q4	$1.44M	Sell	29,425 -35,515	-55%	-$1.68M	0.03%	326
2020 Q3	$2.95M	Buy	64,940 +40,715	+168%	+$1.84M	0.05%	284
2020 Q2	$1.04M	Buy	24,225 +2,400	+11%	+$101K	0.03%	333
2020 Q1	$822K	Buy	21,825 +1,290	+6%	+$53.1K	0.02%	336
2019 Q4	$885K	Buy	20,535 +7,585	+59%	+$306K	0.02%	360
2019 Q3	$491K	Buy	12,950 +610	+5%	+$23.5K	0.02%	324
2019 Q2	$482K	Buy	12,340 +1,300	+12%	+$49.2K	0.02%	301
2019 Q1	$428K	Buy	11,040 +2,120	+24%	+$80.6K	0.02%	292
2018 Q4	$325K	Buy	+8,920	New	+$342K	0.05%	286

Other funds holding IYH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's IYH Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 6.4% in Q2 2025, selling an estimated $56.5K and leaving 14,613 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Avantax Advisory Services first reported a position in IYH in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.13M in Q4 2022. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Avantax Advisory Services held 14,613 shares of iShares US Healthcare ETF worth $825K as of Q2 2025.
Avantax Advisory Services sold 1,002 iShares US Healthcare ETF shares in Q2 2025, an estimated $56.5K.
iShares US Healthcare ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1282 holding.
Avantax Advisory Services first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares US Healthcare ETF position peaked at $3.13M in Q4 2022.
483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.