TSWM
IYH icon

Tyler-Stone Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Tyler-Stone Wealth Management’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 		$624K Buy
11,042
+19
+0.2% +$1.07K 0.1% 176
2025
Q1 		$671K Buy
11,023
+17
+0.2% +$1.04K 0.12% 160
2024
Q4 		$641K Buy
11,006
+21
+0.2% +$1.3K 0.11% 164
2024
Q3 		$714K Buy
10,985
+6,504
+145% +$416K 0.13% 144
2024
Q2 		$275K Buy
4,481
+334
+8% +$20.1K 0.11% 158
2024
Q1 		$257K Sell
4,147
-1,323
-24% -$79.6K 0.11% 163
2023
Q4 		$313K Sell
5,470
-260
-5% -$14.2K 0.16% 126
2023
Q3 		$310K Hold
5,730
– – 0.18% 112
2023
Q2 		$321K Buy
+5,730
New +$318K 0.18% 110
2022
Q4 		$324K Buy
5,710
+500
+10% +$27.6K 0.22% 102
2022
Q3 		$264K Buy
5,210
+15
+0.3% +$810 0.2% 111
2022
Q2 		$280K Buy
5,195
+5
+0.1% +$274 0.19% 112
2022
Q1 		$300K Buy
5,190
+10
+0.2% +$558 0.16% 128
2021
Q4 		$311K Buy
+5,180
New +$296K 0.16% 124

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

Tyler-Stone Wealth Management's IYH Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares US Healthcare ETF (IYH) stake by 0.17% in Q2 2025, buying an estimated $1.07K and bringing the position to 11,042 shares worth $624K. The position accounts for 0.1% of the portfolio, ranked #176.

Tyler-Stone Wealth Management first reported a position in IYH in Q4 2021 and has held it in 14 quarters since. The position peaked at $714K in Q3 2024. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

  • Tyler-Stone Wealth Management held 11,042 shares of iShares US Healthcare ETF worth $624K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 19 iShares US Healthcare ETF shares in Q2 2025, an estimated $1.07K.
  • iShares US Healthcare ETF made up 0.1% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #176 holding.
  • Tyler-Stone Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's iShares US Healthcare ETF position peaked at $714K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.