Kovitz Investment Group Partners’s iShares US Healthcare ETF IYH Stock Holding History

Kovitz Investment Group Partners’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	-3,873	Closed	-$227K	–	898
2025 Q3	$227K	Buy	3,873 +105	+3%	+$5.98K	﹤0.01%	1306
2025 Q2	$213K	Sell	3,768 -281	-7%	-$15.8K	﹤0.01%	1264
2025 Q1	$247K	Sell	4,049 -6,586	-62%	-$402K	﹤0.01%	1109
2024 Q4	$620K	Buy	10,635 +154	+1%	+$9.52K	﹤0.01%	843
2024 Q3	$589K	Buy	10,481 +1,581	+18%	+$101K	﹤0.01%	726
2024 Q2	$545K	Hold	8,900	–	–	﹤0.01%	641
2024 Q1	$551K	Buy	+8,900	New	+$535K	0.01%	492

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

Kovitz Investment Group Partners's IYH Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2025, closing a stake of 3,873 shares — an estimated $227K sold.

Kovitz Investment Group Partners first reported a position in IYH in Q1 2024 and held it in 7 quarters. The position peaked at $620K in Q4 2024. 545 funds tracked by Wall St. Rank hold IYH as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares US Healthcare ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 3,873 iShares US Healthcare ETF shares in Q4 2025, an estimated $227K.
Kovitz Investment Group Partners first reported a position in iShares US Healthcare ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares US Healthcare ETF position peaked at $620K in Q4 2024.
545 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.