Waverly Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Waverly 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 Q3	–	Sell	-3,612	Closed	-$204K	–	1303
2025 Q2	$204K	Sell	3,612 -43	-1%	-$2.42K	﹤0.01%	1116
2025 Q1	$223K	Buy	+3,655	New	+$223K	﹤0.01%	1026
2024 Q3	–	Sell	-5,173	Closed	-$317K	–	818
2024 Q2	$317K	Buy	+5,173	New	+$311K	0.01%	657
2023 Q1	–	Sell	-6,900	Closed	-$391K	–	302
2022 Q4	$391K	Buy	+6,900	New	+$381K	0.02%	203
2015 Q4	–	Sell	-2,000	Closed	-$56K	–	264
2015 Q3	$56K	Buy	+2,000	New	+$62.3K	0.04%	122
2015 Q1	–	Sell	-5,000	Closed	-$144K	–	387
2014 Q4	$144K	Buy	+5,000	New	+$141K	0.07%	61

Other funds holding IYH

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return