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Cladis Investment Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Cladis Investment Advisory’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
-3,340
Closed -$203K – 152
2025
Q1 		$203K Buy
+3,340
New +$204K 0.15% 126
2024
Q4 		– Sell
-3,100
Closed -$202K – 137
2024
Q3 		$202K Buy
+3,100
New +$198K 0.14% 126

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

Cladis Investment Advisory's IYH Position: Q2 2025 in Review

Cladis Investment Advisory sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 3,340 shares — an estimated $203K sold.

Cladis Investment Advisory first reported a position in IYH in Q3 2024 and held it in 2 quarters. The position peaked at $203K in Q1 2025. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

  • Cladis Investment Advisory reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • Cladis Investment Advisory sold 3,340 iShares US Healthcare ETF shares in Q2 2025, an estimated $203K.
  • Cladis Investment Advisory first reported a position in iShares US Healthcare ETF in Q3 2024 and held it in 2 quarters.
  • Cladis Investment Advisory's iShares US Healthcare ETF position peaked at $203K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Cladis Investment Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.