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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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