Gries Financial’s iShares US Healthcare ETF IYH Stock Holding History

Gries Financial’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	$289K	Buy	4,926 +28	+0.6%	+$1.59K	0.05%	240
2025 Q2	$277K	Buy	4,898 +5	+0.1%	+$282	0.05%	227
2025 Q1	$298K	Buy	4,893 +4	+0.1%	+$244	0.06%	208
2024 Q4	$285K	Buy	4,889 +4	+0.1%	+$247	0.05%	221
2024 Q3	$317K	Buy	+4,885	New	+$312K	0.06%	198

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 $377B AUM 19.32% 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

Gries Financial's IYH Position: Q3 2025 in Review

Gries Financial increased its iShares US Healthcare ETF (IYH) stake by 0.57% in Q3 2025, buying an estimated $1.59K and bringing the position to 4,926 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #240.

Gries Financial first reported a position in IYH in Q3 2024 and has held it in 5 quarters since. The position peaked at $317K in Q3 2024. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Gries Financial held 4,926 shares of iShares US Healthcare ETF worth $289K as of Q3 2025.
Gries Financial bought 28 iShares US Healthcare ETF shares in Q3 2025, an estimated $1.59K.
iShares US Healthcare ETF made up 0.05% of Gries Financial's portfolio in Q3 2025, its #240 holding.
Gries Financial first reported a position in iShares US Healthcare ETF in Q3 2024 and has held it in 5 quarters since.
Gries Financial's iShares US Healthcare ETF position peaked at $317K in Q3 2024.
478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.