West Paces Advisors’s iShares US Healthcare ETF IYH Stock Holding History

West Paces 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	-177	Closed	-$10K	–	201
2025 Q2	$10K	Buy	+177	New	+$9.98K	﹤0.01%	194
2021 Q4	–	Sell	-250	Closed	-$13.8K	–	607
2021 Q3	$13.8K	Buy	+250	New	+$14.3K	﹤0.01%	328

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

West Paces Advisors's IYH Position: Q3 2025 in Review

West Paces Advisors sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 177 shares — an estimated $10K sold.

West Paces Advisors first reported a position in IYH in Q3 2021 and held it in 2 quarters. The position peaked at $13.8K in Q3 2021. 479 funds tracked by Wall St. Rank hold IYH as of Q3 2025.

West Paces Advisors reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
West Paces Advisors sold 177 iShares US Healthcare ETF shares in Q3 2025, an estimated $10K.
West Paces Advisors first reported a position in iShares US Healthcare ETF in Q3 2021 and held it in 2 quarters.
West Paces Advisors's iShares US Healthcare ETF position peaked at $13.8K in Q3 2021.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.

Based on West Paces Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.