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Avion Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Avion Wealth’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
-400
Closed -$22K – 1380
2025
Q2 		$22K Hold
400
– – 0.01% 300
2025
Q1 		$23K Hold
400
– – 0.01% 274
2024
Q4 		$23K Buy
+400
New +$24.7K 0.01% 274

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

Avion Wealth's IYH Position: Q3 2025 in Review

Avion Wealth sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 400 shares — an estimated $22K sold.

Avion Wealth first reported a position in IYH in Q4 2024 and held it in 3 quarters. The position peaked at $23K in Q1 2025. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

  • Avion Wealth reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
  • Avion Wealth sold 400 iShares US Healthcare ETF shares in Q3 2025, an estimated $22K.
  • Avion Wealth first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 3 quarters.
  • Avion Wealth's iShares US Healthcare ETF position peaked at $23K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.