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PSI Advisors’s iShares US Healthcare ETF IYH Stock Holding History

PSI 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
Q2 		– Sell
-280
Closed -$17K – 392
2025
Q1 		$17K Sell
280
-659
-70% -$40.3K 0.01% 385
2024
Q4 		$54.7K Buy
939
+3
+0.3% +$185 0.02% 258
2024
Q3 		$60.8K Buy
936
+2
+0.2% +$128 0.02% 247
2024
Q2 		$57.2K Buy
934
+147
+19% +$8.84K 0.02% 244
2024
Q1 		$48.7K Sell
787
-3
-0.4% -$180 0.02% 255
2023
Q4 		$45K Buy
790
+10
+1% +$544 0.02% 274
2023
Q3 		$42.2K Hold
780
– – 0.02% 268
2023
Q2 		$43.8K Hold
780
– – 0.02% 258
2023
Q1 		$42.7K Sell
780
-125
-14% -$6.86K 0.02% 242
2022
Q4 		$51.4K Buy
905
+125
+16% +$6.9K 0.03% 217
2022
Q3 		$39K Buy
780
+5
+0.6% +$270 0.02% 256
2022
Q2 		$42K Sell
775
-375
-33% -$20.6K 0.02% 274
2022
Q1 		$67K Sell
1,150
-500
-30% -$27.9K 0.03% 236
2021
Q4 		$99K Buy
1,650
+1,370
+489% +$78.3K 0.04% 202
2021
Q3 		$15K Buy
+280
New +$16K 0.01% 428
2020
Q1 		– Sell
-280
Closed -$12K – 347
2019
Q4 		$12K Buy
+280
New +$11.3K 0.01% 443

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PSI Advisors's IYH Position: Q2 2025 in Review

PSI Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 280 shares — an estimated $17K sold.

PSI Advisors first reported a position in IYH in Q4 2019 and held it in 16 quarters. The position peaked at $99K in Q4 2021. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

  • PSI Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 280 iShares US Healthcare ETF shares in Q2 2025, an estimated $17K.
  • PSI Advisors first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's iShares US Healthcare ETF position peaked at $99K in Q4 2021.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.