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Fort Point Capital Partners’s iShares US Healthcare ETF IYH Stock Holding History

Fort Point Capital Partners’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
-13,518
Closed -$763K – 266
2025
Q2 		$763K Sell
13,518
-1,730
-11% -$97.6K 0.06% 176
2025
Q1 		$928K Sell
15,248
-278
-2% -$17K 0.1% 135
2024
Q4 		$905K Sell
15,526
-318
-2% -$19.6K 0.1% 136
2024
Q3 		$1.03M Buy
15,844
+203
+1% +$13K 0.13% 113
2024
Q2 		$958K Buy
15,641
+1
+0% +$60 0.12% 121
2024
Q1 		$968K Sell
15,640
-140
-0.9% -$8.42K 0.13% 124
2023
Q4 		$903K Sell
15,780
-770
-5% -$41.9K 0.13% 115
2023
Q3 		$894K Buy
16,550
+50
+0.3% +$2.79K 0.14% 101
2023
Q2 		$925K Sell
16,500
-55,920
-77% -$3.11M 0.13% 102
2023
Q1 		$3.95M Buy
72,420
+835
+1% +$45.8K 0.6% 40
2022
Q4 		$4.06M Buy
71,585
+905
+1% +$49.9K 0.63% 40
2022
Q3 		$3.58M Buy
70,680
+3,875
+6% +$209K 0.6% 45
2022
Q2 		$3.59M Sell
66,805
-55
-0.1% -$3.02K 0.59% 45
2022
Q1 		$3.86M Buy
66,860
+51,450
+334% +$2.87M 0.54% 48
2021
Q4 		$926K Sell
15,410
-200
-1% -$11.4K 0.12% 107
2021
Q3 		$861K Buy
+15,610
New +$893K 0.13% 95

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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

Fort Point Capital Partners's IYH Position: Q3 2025 in Review

Fort Point Capital Partners sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 13,518 shares — an estimated $763K sold.

Fort Point Capital Partners first reported a position in IYH in Q3 2021 and held it in 16 quarters. The position peaked at $4.06M in Q4 2022. 479 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

  • Fort Point Capital Partners reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 13,518 iShares US Healthcare ETF shares in Q3 2025, an estimated $763K.
  • Fort Point Capital Partners first reported a position in iShares US Healthcare ETF in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's iShares US Healthcare ETF position peaked at $4.06M in Q4 2022.
  • 479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.