MGB Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

MGB Wealth Management’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	-500	Closed	-$30.4K	–	314
2025 Q1	$30.4K	Sell	500 -1,000	-67%	-$61.1K	0.01%	260
2024 Q4	$87.3K	Hold	1,500	–	–	0.03%	224
2024 Q3	$97.1K	Hold	1,500	–	–	0.04%	216
2024 Q2	$93.3K	Hold	1,500	–	–	0.03%	217
2024 Q1	$92.8K	Hold	1,500	–	–	0.04%	207
2023 Q4	$85.9K	Buy	+1,500	New	+$81.7K	0.04%	205

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

MGB Wealth Management's IYH Position: Q2 2025 in Review

MGB Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 500 shares — an estimated $30.4K sold.

MGB Wealth Management first reported a position in IYH in Q4 2023 and held it in 6 quarters. The position peaked at $97.1K in Q3 2024. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

MGB Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
MGB Wealth Management sold 500 iShares US Healthcare ETF shares in Q2 2025, an estimated $30.4K.
MGB Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2023 and held it in 6 quarters.
MGB Wealth Management's iShares US Healthcare ETF position peaked at $97.1K in Q3 2024.
483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on MGB Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.