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Bell Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Bell Investment 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
-100
Closed -$5.65K – 1926
2025
Q2 		$5.65K Buy
+100
New +$5.64K ﹤0.01% 929

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

Bell Investment Advisors's IYH Position: Q3 2025 in Review

Bell Investment Advisors sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 100 shares — an estimated $5.65K sold.

Bell Investment Advisors first reported a position in IYH in Q2 2025 and held it in 1 quarter. The position peaked at $5.65K in Q2 2025. 479 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

  • Bell Investment Advisors reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 100 iShares US Healthcare ETF shares in Q3 2025, an estimated $5.65K.
  • Bell Investment Advisors first reported a position in iShares US Healthcare ETF in Q2 2025 and held it in 1 quarter.
  • Bell Investment Advisors's iShares US Healthcare ETF position peaked at $5.65K in Q2 2025.
  • 479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.