Transcend Capital Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Transcend Capital 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	-3,804	Closed	-$232K	–	664
2025 Q1	$232K	Sell	3,804 -1,207	-24%	-$73.8K	0.02%	539
2024 Q4	$292K	Sell	5,011 -68	-1%	-$4.2K	0.02%	443
2024 Q3	$330K	Buy	5,079 +672	+15%	+$42.9K	0.02%	459
2024 Q2	$270K	Buy	+4,407	New	+$265K	0.02%	483

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Transcend Capital Advisors's IYH Position: Q2 2025 in Review

Transcend Capital Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 3,804 shares — an estimated $232K sold.

Transcend Capital Advisors first reported a position in IYH in Q2 2024 and held it in 4 quarters. The position peaked at $330K in Q3 2024. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Transcend Capital Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Transcend Capital Advisors sold 3,804 iShares US Healthcare ETF shares in Q2 2025, an estimated $232K.
Transcend Capital Advisors first reported a position in iShares US Healthcare ETF in Q2 2024 and held it in 4 quarters.
Transcend Capital Advisors's iShares US Healthcare ETF position peaked at $330K in Q3 2024.
483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Transcend Capital Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.