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

Heartwood 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
-369
Closed -$21.7K – 410
2025
Q3 		$21.7K Buy
+369
New +$21K ﹤0.01% 357

Other funds holding IYH

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Heartwood Wealth Advisors's IYH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2025, closing a stake of 369 shares — an estimated $21.7K sold.

Heartwood Wealth Advisors first reported a position in IYH in Q3 2025 and held it in 1 quarter. The position peaked at $21.7K in Q3 2025. 546 funds tracked by Wall St. Rank hold IYH as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 369 iShares US Healthcare ETF shares in Q4 2025, an estimated $21.7K.
  • Heartwood Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares US Healthcare ETF position peaked at $21.7K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.