Maia Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Maia Wealth’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	-3,594	Closed	-$223K	–	352
2025 Q3	$223K	Sell	3,594 -257	-7%	-$14.6K	0.04%	321
2025 Q2	$217K	Buy	3,851 +108	+3%	+$6.09K	0.04%	302
2025 Q1	$216K	Sell	3,743 -226	-6%	-$13.8K	0.05%	274
2024 Q4	$247K	Sell	3,969 -658	-14%	-$40.7K	0.05%	261
2024 Q3	$292K	Buy	4,627 +1,333	+40%	+$85.2K	0.07%	195
2024 Q2	$205K	Buy	+3,294	New	+$198K	0.06%	217

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

Maia Wealth's IYH Position: Q4 2025 in Review

Maia Wealth sold out of iShares US Healthcare ETF (IYH) in Q4 2025, closing a stake of 3,594 shares — an estimated $223K sold.

Maia Wealth first reported a position in IYH in Q2 2024 and held it in 6 quarters. The position peaked at $292K in Q3 2024. 546 funds tracked by Wall St. Rank hold IYH as of Q4 2025.

Maia Wealth reported no remaining iShares US Healthcare ETF position as of Q4 2025 after selling out during the quarter.
Maia Wealth sold 3,594 iShares US Healthcare ETF shares in Q4 2025, an estimated $223K.
Maia Wealth first reported a position in iShares US Healthcare ETF in Q2 2024 and held it in 6 quarters.
Maia Wealth's iShares US Healthcare ETF position peaked at $292K in Q3 2024.
546 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2025.

Based on Maia Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.