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

Flaharty 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 Q2	–	Sell	-600	Closed	-$36.5K	–	306
2025 Q1	$36.5K	Buy	+600	New	+$36.7K	0.01%	246
2024 Q4	–	Sell	-600	Closed	-$39K	–	274
2024 Q3	$39K	Buy	+600	New	+$38.3K	0.01%	227
2023 Q4	–	Sell	-775	Closed	-$41.9K	–	279
2023 Q3	$41.9K	Buy	+775	New	+$43.3K	0.01%	206
2022 Q1	–	Sell	-3,500	Closed	-$210K	–	133
2021 Q4	$210K	Sell	3,500 -190	-5%	-$10.9K	0.04%	131
2021 Q3	$204K	Sell	3,690 -350	-9%	-$20K	0.04%	132
2021 Q2	$220K	Hold	4,040	–	–	0.05%	116
2021 Q1	$204K	Buy	+4,040	New	+$203K	0.05%	112

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

Flaharty Asset Management's IYH Position: Q2 2025 in Review

Flaharty Asset Management sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 600 shares — an estimated $36.5K sold.

Flaharty Asset Management first reported a position in IYH in Q1 2021 and held it in 7 quarters. The position peaked at $220K in Q2 2021. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Flaharty Asset Management reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 600 iShares US Healthcare ETF shares in Q2 2025, an estimated $36.5K.
Flaharty Asset Management first reported a position in iShares US Healthcare ETF in Q1 2021 and held it in 7 quarters.
Flaharty Asset Management's iShares US Healthcare ETF position peaked at $220K in Q2 2021.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.