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

Perritt 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 Q4	–	Sell	-1,024	Closed	-$60.1K	–	188
2025 Q3	$60.1K	Buy	1,024 +4	+0.4%	+$228	0.03%	195
2025 Q2	$57.6K	Buy	1,020 +3	+0.3%	+$169	0.03%	209
2025 Q1	$61.9K	Buy	1,017 +3	+0.3%	+$183	0.03%	205
2024 Q4	$59.1K	Buy	1,014 +3	+0.3%	+$185	0.03%	210
2024 Q3	$65.7K	Buy	1,011 +4	+0.4%	+$256	0.03%	205
2024 Q2	$61.7K	Buy	1,007 +2	+0.2%	+$120	0.03%	216
2024 Q1	$62.2K	Buy	1,005 +5	+0.5%	+$301	0.03%	212
2023 Q4	$57.4K	Hold	1,000	–	–	0.03%	213
2023 Q3	$54K	Hold	1,000	–	–	0.03%	210
2023 Q2	$56K	Hold	1,000	–	–	0.03%	218
2023 Q1	$54.6K	Hold	1,000	–	–	0.03%	217
2022 Q4	$56.7K	Buy	+1,000	New	+$55.2K	0.03%	221

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

Perritt Capital Management's IYH Position: Q4 2025 in Review

Perritt Capital Management sold out of iShares US Healthcare ETF (IYH) in Q4 2025, closing a stake of 1,024 shares — an estimated $60.1K sold.

Perritt Capital Management first reported a position in IYH in Q4 2022 and held it in 12 quarters. The position peaked at $65.7K in Q3 2024. 545 funds tracked by Wall St. Rank hold IYH as of Q4 2025.

Perritt Capital Management reported no remaining iShares US Healthcare ETF position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 1,024 iShares US Healthcare ETF shares in Q4 2025, an estimated $60.1K.
Perritt Capital Management first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 12 quarters.
Perritt Capital Management's iShares US Healthcare ETF position peaked at $65.7K in Q3 2024.
545 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.