Perbak Capital Partners’s iShares US Healthcare ETF IYH Stock Holding History

Perbak Capital 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 Q3	–	Sell	-12,809	Closed	-$723K	–	340
2025 Q2	$723K	Sell	12,809 -14,538	-53%	-$820K	0.16%	131
2025 Q1	$1.67M	Sell	27,347 -30,431	-53%	-$1.86M	1.23%	12
2024 Q4	$3.37M	Sell	57,778 -95,139	-62%	-$5.88M	1.8%	12
2024 Q3	$9.94M	Sell	152,917 -274,934	-64%	-$17.6M	6.98%	4
2024 Q2	$26.2M	Buy	+427,851	New	+$25.7M	7.75%	4

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

Perbak Capital Partners's IYH Position: Q3 2025 in Review

Perbak Capital Partners sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 12,809 shares — an estimated $723K sold.

Perbak Capital Partners first reported a position in IYH in Q2 2024 and held it in 5 quarters. The position peaked at $26.2M in Q2 2024. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Perbak Capital Partners reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
Perbak Capital Partners sold 12,809 iShares US Healthcare ETF shares in Q3 2025, an estimated $723K.
Perbak Capital Partners first reported a position in iShares US Healthcare ETF in Q2 2024 and held it in 5 quarters.
Perbak Capital Partners's iShares US Healthcare ETF position peaked at $26.2M in Q2 2024.
478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Perbak Capital Partners's 13F filing for Q3 2025, filed 13 Nov 2025.