Ritter Daniher Financial Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Ritter Daniher Financial Advisory’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	-400	Closed	-$22.6K	–	466
2025 Q2	$22.6K	Hold	400	–	–	0.01%	221
2025 Q1	$24.4K	Hold	400	–	–	0.01%	207
2024 Q4	$23.3K	Hold	400	–	–	0.01%	202
2024 Q3	$26K	Hold	400	–	–	0.01%	195
2024 Q2	$24.5K	Sell	400 -100	-20%	-$6.02K	0.01%	189
2024 Q1	$30.9K	Hold	500	–	–	0.01%	178
2023 Q4	$28.6K	Sell	500 -265	-35%	-$14.4K	0.01%	177
2023 Q3	$41.3K	Hold	765	–	–	0.02%	156
2023 Q2	$42.9K	Buy	+765	New	+$42.5K	0.02%	144
2021 Q1	–	Sell	-950	Closed	-$47K	–	195
2020 Q4	$47K	Buy	+950	New	+$44.8K	0.04%	95

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

Ritter Daniher Financial Advisory's IYH Position: Q3 2025 in Review

Ritter Daniher Financial Advisory sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 400 shares — an estimated $22.6K sold.

Ritter Daniher Financial Advisory first reported a position in IYH in Q4 2020 and held it in 10 quarters. The position peaked at $47K in Q4 2020. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Ritter Daniher Financial Advisory reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 400 iShares US Healthcare ETF shares in Q3 2025, an estimated $22.6K.
Ritter Daniher Financial Advisory first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 10 quarters.
Ritter Daniher Financial Advisory's iShares US Healthcare ETF position peaked at $47K in Q4 2020.
478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2025, filed 3 Nov 2025.