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Western Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Western 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 		– Sell
-3,478
Closed -$212K – 738
2025
Q1 		$212K Buy
+3,478
New +$213K 0.01% 637
2020
Q3 		– Sell
-35,540
Closed -$1.53M – 463
2020
Q2 		$1.53M Buy
+35,540
New +$1.5M 0.28% 87

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

Western Wealth Management's IYH Position: Q2 2025 in Review

Western Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 3,478 shares — an estimated $212K sold.

Western Wealth Management first reported a position in IYH in Q2 2020 and held it in 2 quarters. The position peaked at $1.53M in Q2 2020. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

  • Western Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 3,478 iShares US Healthcare ETF shares in Q2 2025, an estimated $212K.
  • Western Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2020 and held it in 2 quarters.
  • Western Wealth Management's iShares US Healthcare ETF position peaked at $1.53M in Q2 2020.
  • 483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.