Grey Fox Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Grey Fox Wealth Advisors’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	–	Sell	-115	Closed	-$6.74K	–	387
2025 Q3	$6.74K	Buy	+115	New	+$6.55K	﹤0.01%	447
2023 Q2	–	Sell	-130	Closed	-$7.14K	–	315
2023 Q1	$7.14K	Sell	130 -110	-46%	-$6.04K	﹤0.01%	329
2022 Q4	$13.6K	Buy	+240	New	+$13.2K	0.01%	265

Other funds holding IYH

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 $377B AUM 19.32% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

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

Grey Fox Wealth Advisors's IYH Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2025, closing a stake of 115 shares — an estimated $6.74K sold.

Grey Fox Wealth Advisors first reported a position in IYH in Q4 2022 and held it in 3 quarters. The position peaked at $13.6K in Q4 2022. 544 funds tracked by Wall St. Rank hold IYH as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 115 iShares US Healthcare ETF shares in Q4 2025, an estimated $6.74K.
Grey Fox Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's iShares US Healthcare ETF position peaked at $13.6K in Q4 2022.
544 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.