Hardy Reed’s iShares US Healthcare ETF IYH Stock Holding History

Hardy Reed’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 Q1	–	Sell	-37,000	Closed	-$2.16M	–	244
2024 Q4	$2.16M	Buy	+37,000	New	+$2.29M	0.19%	51

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hardy Reed's IYH Position: Q1 2025 in Review

Hardy Reed sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 37,000 shares — an estimated $2.16M sold.

Hardy Reed first reported a position in IYH in Q4 2024 and held it in 1 quarter. The position peaked at $2.16M in Q4 2024. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

Hardy Reed reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
Hardy Reed sold 37,000 iShares US Healthcare ETF shares in Q1 2025, an estimated $2.16M.
Hardy Reed first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 1 quarter.
Hardy Reed's iShares US Healthcare ETF position peaked at $2.16M in Q4 2024.
497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Hardy Reed's 13F filing for Q1 2025, filed 2 May 2025.