Whittier Trust’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-220
| Closed | -$12.4K | – | 1503 |
|
|
2025
Q2 | $12.4K | Hold |
220
| – | – | ﹤0.01% | 1201 |
|
|
2025
Q1 | $13.4K | Hold |
220
| – | – | ﹤0.01% | 1173 |
|
|
2024
Q4 | $12.8K | Hold |
220
| – | – | ﹤0.01% | 1206 |
|
|
2024
Q3 | $14.3K | Hold |
220
| – | – | ﹤0.01% | 1198 |
|
|
2024
Q2 | $13.5K | Hold |
220
| – | – | ﹤0.01% | 1194 |
|
|
2024
Q1 | $13.6K | Hold |
220
| – | – | ﹤0.01% | 1217 |
|
|
2023
Q4 | $12.6K | Hold |
220
| – | – | ﹤0.01% | 1190 |
|
|
2023
Q3 | $11.9K | Hold |
220
| – | – | ﹤0.01% | 1224 |
|
|
2023
Q2 | $12.3K | Hold |
220
| – | – | ﹤0.01% | 1229 |
|
|
2023
Q1 | $12K | Hold |
220
| – | – | ﹤0.01% | 1270 |
|
|
2022
Q4 | $12.5K | Hold |
220
| – | – | ﹤0.01% | 1252 |
|
|
2022
Q3 | $11K | Hold |
220
| – | – | ﹤0.01% | 1323 |
|
|
2022
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 1287 |
|
|
2022
Q1 | $13K | Hold |
220
| – | – | ﹤0.01% | 1290 |
|
|
2021
Q4 | $13K | Hold |
220
| – | – | ﹤0.01% | 1275 |
|
|
2021
Q3 | $12K | Hold |
220
| – | – | ﹤0.01% | 1220 |
|
|
2021
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 1243 |
|
|
2021
Q1 | $11K | Hold |
220
| – | – | ﹤0.01% | 1241 |
|
|
2020
Q4 | $11K | Sell |
220
-220
| -50% | -$10.4K | ﹤0.01% | 1140 |
|
|
2020
Q3 | $20K | Hold |
440
| – | – | ﹤0.01% | 1002 |
|
|
2020
Q2 | $19K | Hold |
440
| – | – | ﹤0.01% | 969 |
|
|
2020
Q1 | $17K | Hold |
440
| – | – | ﹤0.01% | 1016 |
|
|
2019
Q4 | $19K | Sell |
440
-460
| -51% | -$18.6K | ﹤0.01% | 1031 |
|
|
2019
Q3 | $34K | Hold |
900
| – | – | ﹤0.01% | 917 |
|
|
2019
Q2 | $35K | Hold |
900
| – | – | ﹤0.01% | 854 |
|
|
2019
Q1 | $35K | Hold |
900
| – | – | ﹤0.01% | 851 |
|
|
2018
Q4 | $33K | Hold |
900
| – | – | ﹤0.01% | 863 |
|
|
2018
Q3 | $37K | Hold |
900
| – | – | ﹤0.01% | 837 |
|
|
2018
Q2 | $32K | Hold |
900
| – | – | ﹤0.01% | 843 |
|
|
2018
Q1 | $31K | Hold |
900
| – | – | ﹤0.01% | 865 |
|
|
2017
Q4 | $31K | Hold |
900
| – | – | ﹤0.01% | 848 |
|
|
2017
Q3 | $31K | Hold |
900
| – | – | ﹤0.01% | 839 |
|
|
2017
Q2 | $30K | Hold |
900
| – | – | ﹤0.01% | 809 |
|
|
2017
Q1 | $28K | Buy |
+900
| New | +$27.5K | ﹤0.01% | 830 |
|
|
2016
Q1 | – | Sell |
-18,680
| Closed | -$560K | – | 1195 |
|
|
2015
Q4 | $560K | Buy |
+18,680
| New | +$555K | 0.03% | 339 |
|
Other funds holding IYH
PCH
Whittier Trust's IYH Position: Q3 2025 in Review
Whittier Trust sold out of iShares US Healthcare ETF (IYH) in Q3 2025, closing a stake of 220 shares — an estimated $12.4K sold.
Whittier Trust first reported a position in IYH in Q4 2015 and held it in 35 quarters. The position peaked at $560K in Q4 2015. 479 funds tracked by Wall St. Rank hold IYH as of Q3 2025.
- Whittier Trust reported no remaining iShares US Healthcare ETF position as of Q3 2025 after selling out during the quarter.
- Whittier Trust sold 220 iShares US Healthcare ETF shares in Q3 2025, an estimated $12.4K.
- Whittier Trust first reported a position in iShares US Healthcare ETF in Q4 2015 and held it in 35 quarters.
- Whittier Trust's iShares US Healthcare ETF position peaked at $560K in Q4 2015.
- 479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2025.
Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.