Berkeley Capital Partners’s iShares US Healthcare ETF IYH Stock Holding History

Berkeley Capital Partners’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 Q4	–	Sell	-3,500	Closed	-$206K	–	195
2025 Q3	$206K	Buy	+3,500	New	+$199K	0.05%	180
2025 Q2	–	Sell	-3,500	Closed	-$213K	–	180
2025 Q1	$213K	Hold	3,500	–	–	0.06%	161
2024 Q4	$204K	Hold	3,500	–	–	0.06%	170
2024 Q3	$228K	Hold	3,500	–	–	0.07%	153
2024 Q2	$214K	Hold	3,500	–	–	0.06%	157
2024 Q1	$217K	Buy	+3,500	New	+$210K	0.07%	156
2022 Q2	–	Sell	-3,500	Closed	-$202K	–	151
2022 Q1	$202K	Buy	+3,500	New	+$195K	0.08%	148

Other funds holding IYH

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Berkeley Capital Partners's IYH Position: Q4 2025 in Review

Berkeley Capital Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2025, closing a stake of 3,500 shares — an estimated $206K sold.

Berkeley Capital Partners first reported a position in IYH in Q1 2022 and held it in 7 quarters. The position peaked at $228K in Q3 2024. 545 funds tracked by Wall St. Rank hold IYH as of Q4 2025.

Berkeley Capital Partners reported no remaining iShares US Healthcare ETF position as of Q4 2025 after selling out during the quarter.
Berkeley Capital Partners sold 3,500 iShares US Healthcare ETF shares in Q4 2025, an estimated $206K.
Berkeley Capital Partners first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 7 quarters.
Berkeley Capital Partners's iShares US Healthcare ETF position peaked at $228K in Q3 2024.
545 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2025.

Based on Berkeley Capital Partners's 13F filing for Q4 2025, filed 5 Feb 2026.