Optimum Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Optimum Investment 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 Q3	$15.6K	Hold	265	–	–	0.01%	465
2025 Q2	$15K	Buy	265 +100	+61%	+$5.64K	0.01%	472
2025 Q1	$10K	Hold	165	–	–	﹤0.01%	513
2024 Q4	$9.62K	Hold	165	–	–	﹤0.01%	513
2024 Q3	$10.7K	Hold	165	–	–	﹤0.01%	523
2024 Q2	$10.1K	Hold	165	–	–	﹤0.01%	517
2024 Q1	$10.2K	Hold	165	–	–	﹤0.01%	521
2023 Q4	$9.45K	Sell	165 -1,500	-90%	-$81.7K	﹤0.01%	516
2023 Q3	$89.9K	Hold	1,665	–	–	0.05%	280
2023 Q2	$93.3K	Hold	1,665	–	–	0.05%	281
2023 Q1	$90.9K	Hold	1,665	–	–	0.05%	280
2022 Q4	$94.5K	Hold	1,665	–	–	0.05%	274
2022 Q3	$84K	Hold	1,665	–	–	0.05%	305
2022 Q2	$90K	Hold	1,665	–	–	0.05%	302
2022 Q1	$96K	Hold	1,665	–	–	0.04%	327
2021 Q4	$100K	Hold	1,665	–	–	0.04%	340
2021 Q3	$92K	Hold	1,665	–	–	0.04%	341
2021 Q2	$91K	Hold	1,665	–	–	0.03%	402
2021 Q1	$84K	Hold	1,665	–	–	0.02%	406
2020 Q4	$82K	Buy	1,665 +165	+11%	+$7.79K	0.02%	392
2020 Q3	$68K	Hold	1,500	–	–	0.02%	392
2020 Q2	$65K	Hold	1,500	–	–	0.02%	391
2020 Q1	$56K	Hold	1,500	–	–	0.02%	403
2019 Q4	$65K	Hold	1,500	–	–	0.02%	469
2019 Q3	$57K	Hold	1,500	–	–	0.02%	491
2019 Q2	$59K	Hold	1,500	–	–	0.02%	475
2019 Q1	$58K	Hold	1,500	–	–	0.02%	478
2018 Q4	$54K	Sell	1,500 -500	-25%	-$19.2K	0.02%	458
2018 Q3	$81K	Hold	2,000	–	–	0.02%	435
2018 Q2	$71K	Hold	2,000	–	–	0.02%	459
2018 Q1	$69K	Buy	+2,000	New	+$72K	0.02%	468
2015 Q1	$49K	Hold	1,590	–	–	0.02%	515
2014 Q4	$46K	Hold	1,590	–	–	0.01%	531
2014 Q3	$45K	Hold	1,590	–	–	0.01%	500
2014 Q2	$41K	Buy	+1,590	New	+$39.3K	0.01%	525

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Optimum Investment Advisors's IYH Position: Q3 2025 in Review

Optimum Investment Advisors held its iShares US Healthcare ETF (IYH) position steady in Q3 2025 at 265 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #465.

Optimum Investment Advisors first reported a position in IYH in Q2 2014 and has held it in 35 quarters since. The position peaked at $100K in Q4 2021. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Optimum Investment Advisors held 265 shares of iShares US Healthcare ETF worth $15.6K as of Q3 2025.
Optimum Investment Advisors left its iShares US Healthcare ETF share count unchanged in Q3 2025.
iShares US Healthcare ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #465 holding.
Optimum Investment Advisors first reported a position in iShares US Healthcare ETF in Q2 2014 and has held it in 35 quarters since.
Optimum Investment Advisors's iShares US Healthcare ETF position peaked at $100K in Q4 2021.
478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.