Cornerstone Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Cornerstone 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 Q3	–	Sell	-21,325	Closed	-$1.2M	–	253
2025 Q2	$1.2M	Hold	21,325	–	–	0.13%	84
2025 Q1	$1.19M	Hold	21,325	–	–	0.14%	82
2024 Q4	$1.3M	Hold	21,325	–	–	0.15%	78
2024 Q3	$1.39M	Buy	+21,325	New	+$1.36M	0.18%	71

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cornerstone Advisory's IYH Position: Q3 2025 in Review

Cornerstone Advisory sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 21,325 shares — an estimated $1.2M sold.

Cornerstone Advisory first reported a position in IYH in Q3 2024 and held it in 4 quarters. The position peaked at $1.39M in Q3 2024. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Cornerstone Advisory reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
Cornerstone Advisory sold 21,325 iShares US Healthcare ETF shares in Q3 2025, an estimated $1.2M.
Cornerstone Advisory first reported a position in iShares US Healthcare ETF in Q3 2024 and held it in 4 quarters.
Cornerstone Advisory's iShares US Healthcare ETF position peaked at $1.39M in Q3 2024.
478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Cornerstone Advisory's 13F filing for Q3 2025, filed 7 Nov 2025.