Huntleigh Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Huntleigh 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	-11,267	Closed	-$662K	–	284
2025 Q3	$662K	Sell	11,267 -2,047	-15%	-$117K	0.11%	147
2025 Q2	$752K	Sell	13,314 -721	-5%	-$40.7K	0.15%	122
2025 Q1	$855K	Sell	14,035 -152	-1%	-$9.29K	0.14%	110
2024 Q4	$827K	Buy	+14,187	New	+$877K	0.18%	105

Other funds holding IYH

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Huntleigh Advisors's IYH Position: Q4 2025 in Review

Huntleigh Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2025, closing a stake of 11,267 shares — an estimated $662K sold.

Huntleigh Advisors first reported a position in IYH in Q4 2024 and held it in 4 quarters. The position peaked at $855K in Q1 2025. 545 funds tracked by Wall St. Rank hold IYH as of Q4 2025.

Huntleigh Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2025 after selling out during the quarter.
Huntleigh Advisors sold 11,267 iShares US Healthcare ETF shares in Q4 2025, an estimated $662K.
Huntleigh Advisors first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 4 quarters.
Huntleigh Advisors's iShares US Healthcare ETF position peaked at $855K in Q1 2025.
545 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2025.

Based on Huntleigh Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.