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B. Riley Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

B. Riley 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
-4,674
Closed -$264K – 1139
2025
Q2 		$264K Sell
4,674
-7,630
-62% -$430K 0.01% 765
2025
Q1 		$749K Buy
12,304
+2,015
+20% +$123K 0.02% 597
2024
Q4 		$600K Buy
10,289
+40
+0.4% +$2.47K 0.02% 627
2024
Q3 		$660K Sell
10,249
-840
-8% -$53.7K 0.02% 640
2024
Q2 		$679K Buy
11,089
+8,749
+374% +$526K 0.02% 685
2024
Q1 		$635K Sell
2,340
-8,930
-79% -$537K 0.02% 683
2023
Q4 		$645K Sell
11,270
-430
-4% -$23.4K 0.02% 692
2023
Q3 		$635K Buy
11,700
+235
+2% +$13.1K 0.02% 683
2023
Q2 		$643K Buy
11,465
+665
+6% +$37K 0.01% 746
2023
Q1 		$590K Buy
10,800
+185
+2% +$10.2K 0.02% 737
2022
Q4 		$602K Buy
10,615
+35
+0.3% +$1.93K 0.02% 714
2022
Q3 		$536K Buy
10,580
+5,580
+112% +$301K 0.02% 725
2022
Q2 		$269K Sell
5,000
-50
-1% -$2.75K 0.01% 924
2022
Q1 		$292K Sell
5,050
-2,780
-36% -$155K 0.01% 1026
2021
Q4 		$471K Buy
7,830
+55
+0.7% +$3.14K 0.01% 841
2021
Q3 		$429K Sell
7,775
-75
-1% -$4.29K 0.01% 856
2021
Q2 		$429K Buy
7,850
+35
+0.4% +$1.85K 0.01% 845
2021
Q1 		$395K Buy
+7,815
New +$393K 0.01% 848
2015
Q1 		– Sell
-18,940
Closed -$546K – 1283
2014
Q4 		$546K Buy
18,940
+1,005
+6% +$28.3K 0.01% 890
2014
Q3 		$482K Buy
17,935
+11,675
+187% +$308K 0.13% 214
2014
Q2 		$161K Buy
+6,260
New +$155K 0.04% 527

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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

B. Riley Wealth Advisors's IYH Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 4,674 shares — an estimated $264K sold.

B. Riley Wealth Advisors first reported a position in IYH in Q2 2014 and held it in 21 quarters. The position peaked at $749K in Q1 2025. 479 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,674 iShares US Healthcare ETF shares in Q3 2025, an estimated $264K.
  • B. Riley Wealth Advisors first reported a position in iShares US Healthcare ETF in Q2 2014 and held it in 21 quarters.
  • B. Riley Wealth Advisors's iShares US Healthcare ETF position peaked at $749K in Q1 2025.
  • 479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.