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

Rise 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
Q4 		– Sell
-471
Closed -$27.7K – 770
2025
Q3 		$27.7K Buy
471
+1
+0.2% +$57 0.01% 411
2025
Q2 		$26.5K Buy
470
+2
+0.4% +$113 0.01% 394
2025
Q1 		$28.5K Buy
468
+1
+0.2% +$61 0.01% 338
2024
Q4 		$27.2K Buy
467
+1
+0.2% +$62 0.01% 444
2024
Q3 		$30.3K Buy
466
+2
+0.4% +$128 0.01% 411
2024
Q2 		$28.4K Buy
464
+1
+0.2% +$60 0.02% 406
2024
Q1 		$28.7K Buy
463
+3
+0.7% +$180 0.02% 403
2023
Q4 		$26.4K Sell
460
-195
-30% -$10.6K 0.02% 224
2023
Q3 		$35.5K Sell
655
-780
-54% -$43.6K 0.03% 170
2023
Q2 		$80.5K Hold
1,435
– – 0.06% 117
2023
Q1 		$78.3K Sell
1,435
-995
-41% -$54.6K 0.06% 124
2022
Q4 		$138K Buy
2,430
+5
+0.2% +$276 0.11% 79
2022
Q3 		$123K Buy
2,425
+10
+0.4% +$540 0.1% 81
2022
Q2 		$130K Buy
2,415
+10
+0.4% +$549 0.13% 76
2022
Q1 		$139K Buy
2,405
+255
+12% +$14.2K 0.13% 79
2021
Q4 		$129K Buy
+2,150
New +$123K 0.12% 84

Other funds holding IYH

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Rise Advisors's IYH Position: Q4 2025 in Review

Rise Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2025, closing a stake of 471 shares — an estimated $27.7K sold.

Rise Advisors first reported a position in IYH in Q4 2021 and held it in 16 quarters. The position peaked at $139K in Q1 2022. 545 funds tracked by Wall St. Rank hold IYH as of Q4 2025.

  • Rise Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 471 iShares US Healthcare ETF shares in Q4 2025, an estimated $27.7K.
  • Rise Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's iShares US Healthcare ETF position peaked at $139K in Q1 2022.
  • 545 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.