Bristlecone Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Bristlecone 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	$320K	Hold	5,450	–	–	0.03%	197
2025 Q2	$308K	Hold	5,450	–	–	0.03%	187
2025 Q1	$332K	Hold	5,450	–	–	0.03%	228
2024 Q4	$318K	Hold	5,450	–	–	0.02%	237
2024 Q3	$354K	Hold	5,450	–	–	0.03%	215
2024 Q2	$334K	Hold	5,450	–	–	0.03%	219
2024 Q1	$337K	Buy	5,450 +1,500	+38%	+$90.2K	0.03%	220
2023 Q4	$226K	Hold	3,950	–	–	0.02%	252
2023 Q3	$213K	Sell	3,950 -125	-3%	-$6.99K	0.02%	249
2023 Q2	$228K	Hold	4,075	–	–	0.02%	247
2023 Q1	$223K	Hold	4,075	–	–	0.02%	250
2022 Q4	$231K	Buy	+4,075	New	+$225K	0.03%	234

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

Bristlecone Advisors's IYH Position: Q3 2025 in Review

Bristlecone Advisors held its iShares US Healthcare ETF (IYH) position steady in Q3 2025 at 5,450 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #197.

Bristlecone Advisors first reported a position in IYH in Q4 2022 and has held it in 12 quarters since. The position peaked at $354K in Q3 2024. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Bristlecone Advisors held 5,450 shares of iShares US Healthcare ETF worth $320K as of Q3 2025.
Bristlecone Advisors left its iShares US Healthcare ETF share count unchanged in Q3 2025.
iShares US Healthcare ETF made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #197 holding.
Bristlecone Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 12 quarters since.
Bristlecone Advisors's iShares US Healthcare ETF position peaked at $354K in Q3 2024.
478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.