EQ LLC’s iShares US Healthcare ETF IYH Stock Holding History

EQ LLC’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	-5,427	Closed	-$330K	–	77
2025 Q1	$330K	Sell	5,427 -334	-6%	-$20.4K	0.15%	54
2024 Q4	$336K	Sell	5,761 -1,375	-19%	-$85K	0.16%	50
2024 Q3	$464K	Buy	7,136 +1,210	+20%	+$77.3K	0.23%	43
2024 Q2	$363K	Sell	5,926 -354	-6%	-$21.3K	0.22%	45
2024 Q1	$389K	Sell	6,280 -495	-7%	-$29.8K	0.24%	45
2023 Q4	$388K	Sell	6,775 -460	-6%	-$25K	0.29%	40
2023 Q3	$391K	Buy	7,235 +2,670	+58%	+$149K	0.29%	42
2023 Q2	$256K	Buy	+4,565	New	+$254K	0.21%	43
2023 Q1	–	Sell	-4,085	Closed	-$232K	–	52
2022 Q4	$232K	Buy	+4,085	New	+$225K	0.19%	47

Other funds holding IYH

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

Bank of America

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

Northwestern Mutual Wealth Management

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

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

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

Royal Bank of Canada

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return