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Centricity Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Centricity Wealth 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 		$173K Hold
3,055
– – 0.14% 82
2025
Q1 		$186K Buy
3,055
+1,230
+67% +$75.2K 0.17% 75
2024
Q4 		$106K Buy
+1,825
New +$113K 0.1% 108

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Centricity Wealth Management's IYH Position: Q2 2025 in Review

Centricity Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2025 at 3,055 shares worth $173K. The position accounts for 0.14% of the portfolio, ranked #82.

Centricity Wealth Management first reported a position in IYH in Q4 2024 and has held it in 3 quarters since. The position peaked at $186K in Q1 2025. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

  • Centricity Wealth Management held 3,055 shares of iShares US Healthcare ETF worth $173K as of Q2 2025.
  • Centricity Wealth Management left its iShares US Healthcare ETF share count unchanged in Q2 2025.
  • iShares US Healthcare ETF made up 0.14% of Centricity Wealth Management's portfolio in Q2 2025, its #82 holding.
  • Centricity Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's iShares US Healthcare ETF position peaked at $186K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.