BCM
IYH icon

Brookstone Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Brookstone Capital Management’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
Q2 		– Sell
-4,503
Closed -$274K – 1087
2025
Q1 		$274K Sell
4,503
-936
-17% -$57.2K ﹤0.01% 884
2024
Q4 		$317K Buy
5,439
+872
+19% +$53.9K ﹤0.01% 811
2024
Q3 		$297K Buy
4,567
+103
+2% +$6.58K ﹤0.01% 839
2024
Q2 		$282K Sell
4,464
-7
-0.2% -$421 ﹤0.01% 809
2024
Q1 		$277K Buy
4,471
+841
+23% +$50.6K ﹤0.01% 791
2023
Q4 		$208K Sell
3,630
-595
-14% -$32.4K ﹤0.01% 821
2023
Q3 		$227K Buy
4,225
+185
+5% +$10.3K 0.01% 748
2023
Q2 		$220K Sell
4,040
-530
-12% -$29.5K ﹤0.01% 765
2023
Q1 		$259K Sell
4,570
-2,290
-33% -$126K 0.01% 729
2022
Q4 		$389K Sell
6,860
-53,660
-89% -$2.96M 0.01% 643
2022
Q3 		$3.08M Buy
60,520
+24,490
+68% +$1.32M 0.07% 221
2022
Q2 		$1.98M Buy
36,030
+23,965
+199% +$1.32M 0.04% 295
2022
Q1 		$710K Sell
12,065
-212,805
-95% -$11.9M 0.01% 478
2021
Q4 		$12.8M Buy
224,870
+31,030
+16% +$1.77M 0.22% 98
2021
Q3 		$10.6M Buy
+193,840
New +$11.1M 0.19% 107
2015
Q4 		– Sell
-675
Closed -$19K – 530
2015
Q3 		$19K Sell
675
-1,375
-67% -$42.8K ﹤0.01% 817
2015
Q2 		$65K Buy
+2,050
New +$64.5K 0.01% 427
2014
Q4 		– Sell
-172,830
Closed -$4.64M – 177
2014
Q3 		$4.64M Buy
172,830
+74,010
+75% +$1.95M 0.87% 22
2014
Q2 		$2.53M Buy
98,820
+27,945
+39% +$690K 0.52% 23
2014
Q1 		$1.74M Buy
70,875
+57,835
+444% +$1.41M 0.44% 27
2013
Q4 		$304K Buy
+13,040
New +$293K 0.09% 80

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brookstone Capital Management's IYH Position: Q2 2025 in Review

Brookstone Capital Management sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 4,503 shares — an estimated $274K sold.

Brookstone Capital Management first reported a position in IYH in Q4 2013 and held it in 21 quarters. The position peaked at $12.8M in Q4 2021. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

  • Brookstone Capital Management reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 4,503 iShares US Healthcare ETF shares in Q2 2025, an estimated $274K.
  • Brookstone Capital Management first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 21 quarters.
  • Brookstone Capital Management's iShares US Healthcare ETF position peaked at $12.8M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Brookstone Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.