Vishria Bird Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Vishria Bird Financial Group’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	-39,007	Closed	-$2.38M	–	93
2025 Q1	$2.38M	Sell	39,007 -850	-2%	-$51.9K	0.81%	25
2024 Q4	$2.32M	Sell	39,857 -543	-1%	-$33.6K	0.81%	25
2024 Q3	$2.63M	Hold	40,400	–	–	1%	22
2024 Q2	$2.48M	Sell	40,400 -190	-0.5%	-$11.4K	1.04%	22
2024 Q1	$2.51M	Buy	40,590 +995	+3%	+$59.8K	1.08%	22
2023 Q4	$2.27M	Sell	39,595 -40	-0.1%	-$2.18K	1.07%	21
2023 Q3	$2.14M	Hold	39,635	–	–	1.21%	20
2023 Q2	$2.22M	Sell	39,635 -1,550	-4%	-$86.1K	1.32%	18
2023 Q1	$2.25M	Hold	41,185	–	–	1.44%	17
2022 Q4	$2.34M	Sell	41,185 -495	-1%	-$27.3K	1.63%	17
2022 Q3	$2.11M	Buy	41,680 +125	+0.3%	+$6.75K	1.42%	21
2022 Q2	$2.23M	Buy	+41,555	New	+$2.28M	1.49%	19

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

Vishria Bird Financial Group's IYH Position: Q2 2025 in Review

Vishria Bird Financial Group sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 39,007 shares — an estimated $2.38M sold.

Vishria Bird Financial Group first reported a position in IYH in Q2 2022 and held it in 12 quarters. The position peaked at $2.63M in Q3 2024. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Vishria Bird Financial Group reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Vishria Bird Financial Group sold 39,007 iShares US Healthcare ETF shares in Q2 2025, an estimated $2.38M.
Vishria Bird Financial Group first reported a position in iShares US Healthcare ETF in Q2 2022 and held it in 12 quarters.
Vishria Bird Financial Group's iShares US Healthcare ETF position peaked at $2.63M in Q3 2024.
483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Vishria Bird Financial Group's 13F filing for Q2 2025, filed 7 Jul 2025.