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

HRT 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 Q2	–	Sell	-7,252	Closed	-$441K	–	3101
2025 Q1	$441K	Buy	+7,252	New	+$443K	﹤0.01%	1535
2024 Q4	–	Sell	-3,235	Closed	-$210K	–	2819
2024 Q3	$210K	Sell	3,235 -6,473	-67%	-$414K	﹤0.01%	1953
2024 Q2	$594K	Buy	+9,708	New	+$584K	﹤0.01%	1220
2022 Q3	–	Sell	-130,855	Closed	-$7.04M	–	3160
2022 Q2	$7.04M	Buy	+130,855	New	+$7.18M	0.08%	190
2020 Q4	–	Sell	-226,240	Closed	-$10.3M	–	2141
2020 Q3	$10.3M	Buy	226,240 +138,880	+159%	+$6.29M	0.3%	58
2020 Q2	$3.77M	Sell	87,360 -108,930	-55%	-$4.6M	0.11%	179
2020 Q1	$7.37M	Buy	+196,290	New	+$8.07M	0.48%	36
2016 Q2	–	Sell	-17,585	Closed	-$494K	–	128
2016 Q1	$494K	Buy	+17,585	New	+$487K	0.52%	31
2015 Q4	–	Sell	-146,510	Closed	-$4.1M	–	94
2015 Q3	$4.1M	Buy	+146,510	New	+$4.56M	3.5%	7

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

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

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

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

HRT Financial's IYH Position: Q2 2025 in Review

HRT Financial sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 7,252 shares — an estimated $441K sold.

HRT Financial first reported a position in IYH in Q3 2015 and held it in 9 quarters. The position peaked at $10.3M in Q3 2020. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

HRT Financial reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
HRT Financial sold 7,252 iShares US Healthcare ETF shares in Q2 2025, an estimated $441K.
HRT Financial first reported a position in iShares US Healthcare ETF in Q3 2015 and held it in 9 quarters.
HRT Financial's iShares US Healthcare ETF position peaked at $10.3M in Q3 2020.
483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.