Summit Financial Strategies’s iShares US Healthcare ETF IYH Stock Holding History

Summit Financial Strategies’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 Q1	–	Sell	-3,820	Closed	-$223K	–	155
2024 Q4	$223K	Hold	3,820	–	–	0.02%	132
2024 Q3	$248K	Hold	3,820	–	–	0.03%	126
2024 Q2	$234K	Hold	3,820	–	–	0.03%	126
2024 Q1	$236K	Hold	3,820	–	–	0.03%	126
2023 Q4	$219K	Hold	3,820	–	–	0.03%	131
2023 Q3	$206K	Hold	3,820	–	–	0.04%	122
2023 Q2	$214K	Hold	3,820	–	–	0.04%	118
2023 Q1	$209K	Hold	3,820	–	–	0.04%	115
2022 Q4	$217K	Buy	+3,820	New	+$211K	0.05%	106
2022 Q3	–	Sell	-3,820	Closed	-$205K	–	122
2022 Q2	$205K	Hold	3,820	–	–	0.05%	113
2022 Q1	$221K	Sell	3,820 -1,085	-22%	-$60.6K	0.04%	108
2021 Q4	$295K	Buy	4,905 +565	+13%	+$32.3K	0.06%	93
2021 Q3	$239K	Hold	4,340	–	–	0.05%	106
2021 Q2	$237K	Buy	+4,340	New	+$230K	0.05%	108

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial Strategies's IYH Position: Q1 2025 in Review

Summit Financial Strategies sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 3,820 shares — an estimated $223K sold.

Summit Financial Strategies first reported a position in IYH in Q2 2021 and held it in 14 quarters. The position peaked at $295K in Q4 2021. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

Summit Financial Strategies reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
Summit Financial Strategies sold 3,820 iShares US Healthcare ETF shares in Q1 2025, an estimated $223K.
Summit Financial Strategies first reported a position in iShares US Healthcare ETF in Q2 2021 and held it in 14 quarters.
Summit Financial Strategies's iShares US Healthcare ETF position peaked at $295K in Q4 2021.
497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Summit Financial Strategies's 13F filing for Q1 2025, filed 12 May 2025.