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Tanglewood Legacy Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Tanglewood Legacy 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
Q2 		– Sell
-110
Closed -$6.7K – 292
2025
Q1 		$6.7K Hold
110
– – ﹤0.01% 263
2024
Q4 		$6.41K Hold
110
– – ﹤0.01% 264
2024
Q3 		$7.15K Hold
110
– – ﹤0.01% 249
2024
Q2 		$6.74K Sell
110
-300
-73% -$18K ﹤0.01% 251
2024
Q1 		$25.4K Sell
410
-520
-56% -$31.3K 0.01% 204
2023
Q4 		$53.2K Sell
930
-20
-2% -$1.09K 0.03% 151
2023
Q3 		$51.3K Hold
950
– – 0.03% 153
2023
Q2 		$53.2K Hold
950
– – 0.03% 153
2023
Q1 		$51.9K Hold
950
– – 0.03% 149
2022
Q4 		$53.9K Buy
+950
New +$52.4K 0.04% 125

Other funds holding IYH

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tanglewood Legacy Advisors's IYH Position: Q2 2025 in Review

Tanglewood Legacy Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 110 shares — an estimated $6.7K sold.

Tanglewood Legacy Advisors first reported a position in IYH in Q4 2022 and held it in 10 quarters. The position peaked at $53.9K in Q4 2022. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

  • Tanglewood Legacy Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 110 iShares US Healthcare ETF shares in Q2 2025, an estimated $6.7K.
  • Tanglewood Legacy Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 10 quarters.
  • Tanglewood Legacy Advisors's iShares US Healthcare ETF position peaked at $53.9K in Q4 2022.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.