Creekmur Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Creekmur Asset 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 Q3	$1.68M	Sell	28,599 -426	-1%	-$24.3K	0.28%	49
2025 Q2	$1.64M	Sell	29,025 -29	-0.1%	-$1.64K	0.29%	48
2025 Q1	$1.77M	Sell	29,054 -96	-0.3%	-$5.87K	0.37%	28
2024 Q4	$1.7M	Sell	29,150 -338	-1%	-$20.9K	0.39%	31
2024 Q3	$1.92M	Sell	29,488 -34	-0.1%	-$2.17K	0.45%	31
2024 Q2	$1.81M	Buy	29,522 +1,251	+4%	+$75.3K	0.47%	28
2024 Q1	$1.75M	Sell	28,271 -2,029	-7%	-$122K	0.6%	25
2023 Q4	$1.73M	Buy	+30,300	New	+$1.65M	0.54%	26

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

Creekmur Asset Management's IYH Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares US Healthcare ETF (IYH) stake by 1.5% in Q3 2025, selling an estimated $24.3K and leaving 28,599 shares worth $1.68M. The position accounts for 0.28% of the portfolio, ranked #49.

Creekmur Asset Management first reported a position in IYH in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.92M in Q3 2024. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Creekmur Asset Management held 28,599 shares of iShares US Healthcare ETF worth $1.68M as of Q3 2025.
Creekmur Asset Management sold 426 iShares US Healthcare ETF shares in Q3 2025, an estimated $24.3K.
iShares US Healthcare ETF made up 0.28% of Creekmur Asset Management's portfolio in Q3 2025, its #49 holding.
Creekmur Asset Management first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares US Healthcare ETF position peaked at $1.92M in Q3 2024.
478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.