Hanson & Doremus Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Hanson & Doremus 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	-2,370	Closed	-$134K	–	511
2025 Q2	$134K	Hold	2,370	–	–	0.02%	236
2025 Q1	$144K	Hold	2,370	–	–	0.02%	218
2024 Q4	$138K	Hold	2,370	–	–	0.02%	218
2024 Q3	$154K	Hold	2,370	–	–	0.02%	201
2024 Q2	$145K	Hold	2,370	–	–	0.02%	202
2024 Q1	$147K	Hold	2,370	–	–	0.03%	202
2023 Q4	$136K	Hold	2,370	–	–	0.03%	213
2023 Q3	$128K	Hold	2,370	–	–	0.03%	207
2023 Q2	$133K	Sell	2,370 -900	-28%	-$50K	0.03%	207
2023 Q1	$179K	Hold	3,270	–	–	0.04%	184
2022 Q4	$186K	Hold	3,270	–	–	0.04%	186
2022 Q3	$165K	Hold	3,270	–	–	0.04%	193
2022 Q2	$176K	Hold	3,270	–	–	0.04%	193
2022 Q1	$189K	Hold	3,270	–	–	0.04%	193
2021 Q4	$196K	Hold	3,270	–	–	0.04%	185
2021 Q3	$180K	Hold	3,270	–	–	0.04%	183
2021 Q2	$149K	Hold	3,270	–	–	0.04%	183
2021 Q1	$165K	Hold	3,270	–	–	0.04%	196
2020 Q4	$161K	Hold	3,270	–	–	0.04%	187
2020 Q3	$149K	Hold	3,270	–	–	0.04%	183
2020 Q2	$141K	Hold	3,270	–	–	0.04%	181
2020 Q1	$123K	Hold	3,270	–	–	0.04%	193
2019 Q4	$141K	Hold	3,270	–	–	0.04%	197
2019 Q3	$124K	Sell	3,270 -585	-15%	-$22.5K	0.04%	212
2019 Q2	$151K	Sell	3,855 -930	-19%	-$35.2K	0.05%	199
2019 Q1	$185K	Hold	4,785	–	–	0.06%	171
2018 Q4	$173K	Hold	4,785	–	–	0.06%	174
2018 Q3	$194K	Hold	4,785	–	–	0.06%	176
2018 Q2	$171K	Hold	4,785	–	–	0.06%	180
2018 Q1	$165K	Hold	4,785	–	–	0.05%	194
2017 Q4	$167K	Hold	4,785	–	–	0.06%	187
2017 Q3	$164K	Hold	4,785	–	–	0.06%	187
2017 Q2	$159K	Sell	4,785 -315	-6%	-$10.1K	0.06%	181
2017 Q1	$159K	Hold	5,100	–	–	0.06%	183
2016 Q4	$147K	Buy	+5,100	New	+$148K	0.06%	185

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

Hanson & Doremus Investment Management's IYH Position: Q3 2025 in Review

Hanson & Doremus Investment Management sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 2,370 shares — an estimated $134K sold.

Hanson & Doremus Investment Management first reported a position in IYH in Q4 2016 and held it in 35 quarters. The position peaked at $196K in Q4 2021. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Hanson & Doremus Investment Management reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
Hanson & Doremus Investment Management sold 2,370 iShares US Healthcare ETF shares in Q3 2025, an estimated $134K.
Hanson & Doremus Investment Management first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 35 quarters.
Hanson & Doremus Investment Management's iShares US Healthcare ETF position peaked at $196K in Q4 2021.
478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2025, filed 15 Oct 2025.