Gerber Kawasaki Wealth & Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Gerber Kawasaki Wealth & Investment 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	–	Sell	-4,028	Closed	-$228K	–	334
2025 Q2	$228K	Sell	4,028 -140	-3%	-$7.9K	0.01%	287
2025 Q1	$254K	Buy	4,168 +515	+14%	+$31.5K	0.01%	269
2024 Q4	$213K	Buy	+3,653	New	+$226K	0.01%	270
2022 Q2	–	Sell	-70,955	Closed	-$840K	–	254
2022 Q1	$840K	Buy	70,955 +990	+1%	+$55.3K	0.07%	124
2021 Q4	$1.16M	Buy	69,965 +69,955	+699,550%	+$4M	0.09%	99
2021 Q3	$2K	Buy	+10	New	+$572	﹤0.01%	897

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 $445B AUM 25.58% 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

Gerber Kawasaki Wealth & Investment Management's IYH Position: Q3 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 4,028 shares — an estimated $228K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IYH in Q3 2021 and held it in 6 quarters. The position peaked at $1.16M in Q4 2021. 479 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 4,028 iShares US Healthcare ETF shares in Q3 2025, an estimated $228K.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares US Healthcare ETF in Q3 2021 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares US Healthcare ETF position peaked at $1.16M in Q4 2021.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.