Objective Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Objective Capital 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	-4,054	Closed	-$247K	–	87
2025 Q1	$247K	Buy	4,054 +6	+0.1%	+$367	0.31%	68
2024 Q4	$236K	Buy	4,048 +8	+0.2%	+$494	0.16%	125
2024 Q3	$263K	Buy	+4,040	New	+$258K	0.15%	122
2024 Q1	$240K	Buy	3,878 +3	+0.1%	+$180	0.16%	119
2023 Q4	$222K	Buy	+3,875	New	+$211K	0.17%	109
2023 Q3	–	Sell	-3,610	Closed	-$202K	–	106
2023 Q2	$202K	Buy	+3,610	New	+$201K	0.18%	95

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

Objective Capital Management's IYH Position: Q2 2025 in Review

Objective Capital Management sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 4,054 shares — an estimated $247K sold.

Objective Capital Management first reported a position in IYH in Q2 2023 and held it in 6 quarters. The position peaked at $263K in Q3 2024. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Objective Capital Management reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Objective Capital Management sold 4,054 iShares US Healthcare ETF shares in Q2 2025, an estimated $247K.
Objective Capital Management first reported a position in iShares US Healthcare ETF in Q2 2023 and held it in 6 quarters.
Objective Capital Management's iShares US Healthcare ETF position peaked at $263K in Q3 2024.
483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

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