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Summit X LLC’s iShares US Healthcare ETF IYH Stock Holding History

Summit X LLC’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
-5,228
Closed -$295K – 129
2025
Q2 		$295K Sell
5,228
-315
-6% -$17.8K 0.06% 194
2025
Q1 		$337K Sell
5,543
-854
-13% -$52.2K 0.07% 158
2024
Q4 		$373K Sell
6,397
-65
-1% -$4.02K 0.08% 142
2024
Q3 		$396K Sell
6,462
-400
-6% -$25.6K 0.1% 132
2024
Q2 		$421K Buy
6,862
+24
+0.4% +$1.44K 0.09% 138
2024
Q1 		$423K Sell
6,838
-2,032
-23% -$122K 0.11% 124
2023
Q4 		$399K Sell
8,870
-5,160
-37% -$281K 0.11% 121
2023
Q3 		$758K Buy
14,030
+240
+2% +$13.4K 0.24% 80
2023
Q2 		$773K Buy
+13,790
New +$766K 0.19% 112
2020
Q4 		– Sell
-2,510
Closed -$1.36K – 345
2020
Q3 		$1.36K Buy
+2,510
New +$114K 0.02% 214
2018
Q4 		– Sell
-69,220
Closed -$2.79M – 223
2018
Q3 		$2.79M Buy
69,220
+29,185
+73% +$1.13M 1.37% 15
2018
Q2 		$1.42M Sell
40,035
-2,030
-5% -$71.6K 0.79% 33
2018
Q1 		$1.45M Buy
42,065
+28,780
+217% +$1.04M 0.87% 33
2017
Q4 		$461K Buy
13,285
+2,710
+26% +$94.1K 0.29% 102
2017
Q3 		$364K Buy
10,575
+2,550
+32% +$85.9K 0.24% 123
2017
Q2 		$266K Buy
+8,025
New +$256K 0.19% 151

Other funds holding IYH

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Summit X LLC's IYH Position: Q3 2025 in Review

Summit X LLC sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 5,228 shares — an estimated $295K sold.

Summit X LLC first reported a position in IYH in Q2 2017 and held it in 16 quarters. The position peaked at $2.79M in Q3 2018. 478 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

  • Summit X LLC reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 5,228 iShares US Healthcare ETF shares in Q3 2025, an estimated $295K.
  • Summit X LLC first reported a position in iShares US Healthcare ETF in Q2 2017 and held it in 16 quarters.
  • Summit X LLC's iShares US Healthcare ETF position peaked at $2.79M in Q3 2018.
  • 478 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.