Eldridge Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Eldridge Investment Advisors’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	-3,888	Closed	-$237K	–	160
2025 Q1	$237K	Sell	3,888 -2,350	-38%	-$144K	0.05%	145
2024 Q4	$363K	Sell	6,238 -773	-11%	-$47.8K	0.08%	122
2024 Q3	$456K	Buy	7,011 +500	+8%	+$31.9K	0.11%	111
2024 Q2	$399K	Hold	6,511	–	–	0.1%	110
2024 Q1	$403K	Buy	6,511 +1	+0%	+$60	0.1%	113
2023 Q4	$373K	Sell	6,510 -95	-1%	-$5.17K	0.1%	111
2023 Q3	$357K	Sell	6,605 -900	-12%	-$50.3K	0.12%	104
2023 Q2	$421K	Hold	7,505	–	–	0.14%	93
2023 Q1	$410K	Buy	7,505 +5	+0.1%	+$274	0.14%	92
2022 Q4	$426K	Hold	7,500	–	–	0.15%	89
2022 Q3	$380K	Hold	7,500	–	–	0.15%	91
2022 Q2	$403K	Hold	7,500	–	–	0.15%	82
2022 Q1	$433K	Hold	7,500	–	–	0.15%	84
2021 Q4	$451K	Buy	7,500 +500	+7%	+$28.6K	0.15%	88
2021 Q3	$386K	Buy	7,000 +200	+3%	+$11.4K	0.14%	85
2021 Q2	$371K	Buy	6,800 +900	+15%	+$47.6K	0.13%	82
2021 Q1	$298K	Hold	5,900	–	–	0.12%	91
2020 Q4	$290K	Hold	5,900	–	–	0.12%	86
2020 Q3	$268K	Hold	5,900	–	–	0.13%	86
2020 Q2	$254K	Buy	+5,900	New	+$249K	0.13%	84

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

Eldridge Investment Advisors's IYH Position: Q2 2025 in Review

Eldridge Investment Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 3,888 shares — an estimated $237K sold.

Eldridge Investment Advisors first reported a position in IYH in Q2 2020 and held it in 20 quarters. The position peaked at $456K in Q3 2024. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Eldridge Investment Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 3,888 iShares US Healthcare ETF shares in Q2 2025, an estimated $237K.
Eldridge Investment Advisors first reported a position in iShares US Healthcare ETF in Q2 2020 and held it in 20 quarters.
Eldridge Investment Advisors's iShares US Healthcare ETF position peaked at $456K in Q3 2024.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Eldridge Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.