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

Congress 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	$2.55M	Buy	45,116 +9,198	+26%	+$519K	0.02%	517
2025 Q1	$2.19M	Sell	35,918 -5,807	-14%	-$355K	0.03%	472
2024 Q4	$2.43M	Sell	41,725 -4,110	-9%	-$254K	0.03%	384
2024 Q3	$2.98M	Buy	45,835 +2,872	+7%	+$184K	0.04%	371
2024 Q2	$2.63M	Sell	42,963 -18,058	-30%	-$1.09M	0.04%	320
2024 Q1	$3.78M	Buy	61,021 +176	+0.3%	+$10.6K	0.07%	255
2023 Q4	$3.48M	Buy	60,845 +1,420	+2%	+$77.3K	0.06%	256
2023 Q3	$3.21M	Sell	59,425 -14,895	-20%	-$832K	0.07%	260
2023 Q2	$4.17M	Buy	74,320 +16,855	+29%	+$937K	0.1%	209
2023 Q1	$3.14M	Buy	+57,465	New	+$3.15M	0.08%	229
2022 Q4	–	Sell	-83,615	Closed	-$4.23M	–	570
2022 Q3	$4.23M	Buy	83,615 +40,995	+96%	+$2.21M	0.11%	193
2022 Q2	$2.29M	Buy	42,620 +3,520	+9%	+$193K	0.06%	269
2022 Q1	$2.26M	Buy	39,100 +5,050	+15%	+$282K	0.05%	287
2021 Q4	$2.05M	Buy	+34,050	New	+$1.95M	0.04%	308

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

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

Congress Wealth Management increased its iShares US Healthcare ETF (IYH) stake by 26% in Q2 2025, buying an estimated $519K and bringing the position to 45,116 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #517.

Congress Wealth Management first reported a position in IYH in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.23M in Q3 2022. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Congress Wealth Management held 45,116 shares of iShares US Healthcare ETF worth $2.55M as of Q2 2025.
Congress Wealth Management bought 9,198 iShares US Healthcare ETF shares in Q2 2025, an estimated $519K.
iShares US Healthcare ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #517 holding.
Congress Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's iShares US Healthcare ETF position peaked at $4.23M in Q3 2022.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

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