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

Bellwether 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
2026 Q1	$812K	Hold	13,169	–	–	0.14%	100
2025 Q4	$857K	Hold	13,169	–	–	0.14%	75
2025 Q3	$773K	Sell	13,169 -92	-0.7%	-$5.24K	0.13%	89
2025 Q2	$749K	Hold	13,261	–	–	0.13%	73
2025 Q1	$807K	Sell	13,261 -225	-2%	-$13.7K	0.17%	69
2024 Q4	$786K	Sell	13,486 -261,247	-95%	-$16.1M	0.14%	79
2024 Q3	$17.9M	Sell	274,733 -101,619	-27%	-$6.49M	3.43%	6
2024 Q2	$23.1M	Sell	376,352 -189,583	-33%	-$11.4M	4.84%	3
2024 Q1	$35M	Sell	565,935 -46,210	-8%	-$2.78M	7.7%	2
2023 Q4	$35M	Buy	612,145 +137,245	+29%	+$7.47M	8.62%	2
2023 Q3	$25.7M	Buy	+474,900	New	+$26.5M	6.98%	3

Other funds holding IYH

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

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

PCH

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

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bellwether Advisors's IYH Position: Q1 2026 in Review

Bellwether Advisors held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 13,169 shares worth $812K. The position accounts for 0.14% of the portfolio, ranked #100.

Bellwether Advisors first reported a position in IYH in Q3 2023 and has held it in 11 quarters since. The position peaked at $35M in Q4 2023. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Bellwether Advisors held 13,169 shares of iShares US Healthcare ETF worth $812K as of Q1 2026.
Bellwether Advisors left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.14% of Bellwether Advisors's portfolio in Q1 2026, its #100 holding.
Bellwether Advisors first reported a position in iShares US Healthcare ETF in Q3 2023 and has held it in 11 quarters since.
Bellwether Advisors's iShares US Healthcare ETF position peaked at $35M in Q4 2023.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.