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IYH icon

Global Retirement Partners’s iShares US Healthcare ETF IYH Stock Holding History

Global Retirement 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
Q4 		$101K Sell
1,546
-280
-15% -$17.7K ﹤0.01% 1906
2025
Q3 		$107K Buy
1,826
+1
+0.1% +$57 ﹤0.01% 1484
2025
Q2 		$103K Buy
+1,825
New +$103K ﹤0.01% 1422
2024
Q4 		$89.5K Sell
1,535
-1,385
-47% -$85.6K ﹤0.01% 1337
2024
Q3 		$190K Buy
2,920
+480
+20% +$30.7K 0.01% 931
2024
Q2 		$149K Sell
2,440
-1,895
-44% -$114K ﹤0.01% 1010
2024
Q1 		$268K Sell
4,335
-6,090
-58% -$366K 0.01% 696
2023
Q4 		$610K Sell
10,425
-2,750
-21% -$150K 0.03% 446
2023
Q3 		$706K Sell
13,175
-535
-4% -$29.9K 0.04% 364
2023
Q2 		$768K Buy
13,710
+40
+0.3% +$2.22K 0.04% 360
2023
Q1 		$769K Sell
13,670
-745
-5% -$40.9K 0.04% 353
2022
Q4 		$818K Sell
14,415
-480
-3% -$26.5K 0.06% 285
2022
Q3 		$823K Sell
14,895
-330
-2% -$17.8K 0.06% 277
2022
Q2 		$819K Sell
15,225
-350
-2% -$19.2K 0.07% 273
2022
Q1 		$853K Buy
+15,575
New +$869K 0.07% 267
2021
Q4 		– Sell
-17,115
Closed -$944K – 1050
2021
Q3 		$944K Sell
17,115
-200
-1% -$11.4K 0.09% 196
2021
Q2 		$945K Sell
17,315
-30
-0.2% -$1.59K 0.1% 198
2021
Q1 		$876K Sell
17,345
-745
-4% -$37.5K 0.1% 182
2020
Q4 		$890K Buy
18,090
+610
+3% +$28.8K 0.11% 168
2020
Q3 		$794K Buy
17,480
+155
+0.9% +$7.02K 0.12% 172
2020
Q2 		$747K Sell
17,325
-370
-2% -$15.6K 0.12% 170
2020
Q1 		$665K Buy
17,695
+1,575
+10% +$64.8K 0.13% 163
2019
Q4 		$695K Sell
16,120
-2,180
-12% -$88K 0.11% 184
2019
Q3 		$692K Sell
18,300
-2,010
-10% -$77.4K 0.11% 178
2019
Q2 		$793K Buy
20,310
+9,800
+93% +$371K 0.15% 134
2019
Q1 		$407K Sell
10,510
-400
-4% -$15.2K 0.1% 183
2018
Q4 		$395K Sell
10,910
-810
-7% -$31K 0.1% 197
2018
Q3 		$476K Buy
11,720
+590
+5% +$22.8K 0.11% 174
2018
Q2 		$397K Buy
11,130
+945
+9% +$33.3K 0.1% 192
2018
Q1 		$352K Buy
10,185
+1,310
+15% +$47.1K 0.1% 202
2017
Q4 		$309K Buy
8,875
+160
+2% +$5.55K 0.08% 207
2017
Q3 		$300K Buy
8,715
+50
+0.6% +$1.69K 0.12% 166
2017
Q2 		$288K Buy
8,665
+165
+2% +$5.27K 0.14% 146
2017
Q1 		$265K Hold
8,500
– – 0.15% 136
2016
Q4 		$245K Buy
+8,500
New +$246K 0.16% 122

Other funds holding IYH

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Global Retirement Partners's IYH Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares US Healthcare ETF (IYH) stake by 15% in Q4 2025, selling an estimated $17.7K and leaving 1,546 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Global Retirement Partners first reported a position in IYH in Q4 2016 and has held it in 35 quarters since. The position peaked at $945K in Q2 2021. 544 funds tracked by Wall St. Rank hold IYH as of Q4 2025.

  • Global Retirement Partners held 1,546 shares of iShares US Healthcare ETF worth $101K as of Q4 2025.
  • Global Retirement Partners sold 280 iShares US Healthcare ETF shares in Q4 2025, an estimated $17.7K.
  • iShares US Healthcare ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1906 holding.
  • Global Retirement Partners first reported a position in iShares US Healthcare ETF in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's iShares US Healthcare ETF position peaked at $945K in Q2 2021.
  • 544 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.