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

Sheridan 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 Q3	–	Sell	-44,442	Closed	-$2.51M	–	37
2025 Q2	$2.51M	Sell	44,442 -2,272	-5%	-$128K	1.73%	13
2025 Q1	$2.84M	Sell	46,714 -3,541	-7%	-$216K	2.07%	11
2024 Q4	$2.93M	Sell	50,255 -3,605	-7%	-$223K	2.06%	11
2024 Q3	$3.5M	Sell	53,860 -2,795	-5%	-$179K	2.47%	11
2024 Q2	$3.45M	Sell	56,655 -1,202	-2%	-$72.3K	2.57%	9
2024 Q1	$3.58M	Sell	57,857 -6,108	-10%	-$367K	2.7%	10
2023 Q4	$3.66M	Buy	+63,965	New	+$3.48M	2.95%	10

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

Sheridan Capital Management's IYH Position: Q3 2025 in Review

Sheridan Capital Management sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 44,442 shares — an estimated $2.51M sold.

Sheridan Capital Management first reported a position in IYH in Q4 2023 and held it in 7 quarters. The position peaked at $3.66M in Q4 2023. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

Sheridan Capital Management reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
Sheridan Capital Management sold 44,442 iShares US Healthcare ETF shares in Q3 2025, an estimated $2.51M.
Sheridan Capital Management first reported a position in iShares US Healthcare ETF in Q4 2023 and held it in 7 quarters.
Sheridan Capital Management's iShares US Healthcare ETF position peaked at $3.66M in Q4 2023.
478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Sheridan Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.