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

Compass 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	–	Sell	-575	Closed	-$35K	–	282
2025 Q1	$35K	Hold	575	–	–	0.01%	276
2024 Q4	$33.5K	Hold	575	–	–	0.01%	282
2024 Q3	$37.4K	Hold	575	–	–	0.01%	281
2024 Q2	$35.2K	Hold	575	–	–	0.01%	287
2024 Q1	$35.6K	Hold	575	–	–	0.01%	281
2023 Q4	$32.9K	Hold	575	–	–	0.01%	277
2023 Q3	$31.1K	Hold	575	–	–	0.01%	280
2023 Q2	$32.2K	Hold	575	–	–	0.01%	285
2023 Q1	$31.4K	Hold	575	–	–	0.01%	288
2022 Q4	$32.6K	Buy	+575	New	+$31.7K	0.01%	275

Other funds holding IYH

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Compass Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 575 shares — an estimated $35K sold.

Compass Wealth Management first reported a position in IYH in Q4 2022 and held it in 10 quarters. The position peaked at $37.4K in Q3 2024. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Compass Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 575 iShares US Healthcare ETF shares in Q2 2025, an estimated $35K.
Compass Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's iShares US Healthcare ETF position peaked at $37.4K in Q3 2024.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.