Beacon Capital Management LLC (Tennessee)’s iShares US Healthcare ETF IYH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-182	Closed	-$10.3K	–	589
2025 Q2	$10.3K	Buy	182 +1	+0.6%	+$56	﹤0.01%	628
2025 Q1	$11K	Sell	181 -491	-73%	-$30K	﹤0.01%	606
2024 Q4	$39.2K	Sell	672 -15	-2%	-$927	0.01%	339
2024 Q3	$44.7K	Hold	687	–	–	0.01%	343
2024 Q2	$42.1K	Buy	687 +507	+282%	+$30.5K	0.01%	313
2024 Q1	$11.1K	Buy	180 +15	+9%	+$902	﹤0.01%	560
2023 Q4	$8.91K	Hold	165	–	–	﹤0.01%	548
2023 Q3	$9.25K	Hold	165	–	–	﹤0.01%	583
2023 Q2	$9.25K	Sell	165 -485	-75%	-$26.9K	﹤0.01%	583
2023 Q1	$35.5K	Sell	650 -110	-14%	-$6.04K	0.01%	273
2022 Q4	$43.1K	Hold	760	–	–	0.01%	246
2022 Q3	$41K	Sell	760 -10	-1%	-$540	0.01%	234
2022 Q2	$45K	Hold	770	–	–	0.01%	256
2022 Q1	$45K	Buy	+770	New	+$43K	0.01%	256

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Beacon Capital Management LLC (Tennessee)'s IYH Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 182 shares — an estimated $10.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IYH in Q1 2022 and held it in 14 quarters. The position peaked at $45K in Q2 2022. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 182 iShares US Healthcare ETF shares in Q3 2025, an estimated $10.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares US Healthcare ETF position peaked at $45K in Q2 2022.
478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.