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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 $1.66T 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return