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

BigSur 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
2026 Q2	$134K	Hold	2,000	–	–	0.03%	162
2026 Q1	$123K	Hold	2,000	–	–	0.03%	155
2025 Q4	$130K	Hold	2,000	–	–	0.03%	153
2025 Q3	$117K	Sell	2,000 -2,000	-50%	-$114K	0.03%	152
2025 Q2	$226K	Hold	4,000	–	–	0.06%	143
2025 Q1	$244K	Hold	4,000	–	–	0.07%	138
2024 Q4	$233K	Hold	4,000	–	–	0.07%	138
2024 Q3	$260K	Buy	4,000 +2,000	+100%	+$128K	0.07%	134
2024 Q2	$123K	Hold	2,000	–	–	0.04%	146
2024 Q1	$124K	Hold	2,000	–	–	0.04%	141
2023 Q4	$114K	Buy	+2,000	New	+$109K	0.05%	110

Other funds holding IYH

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

BigSur Wealth Management's IYH Position: Q2 2026 in Review

BigSur Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 2,000 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #162.

BigSur Wealth Management first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $260K in Q3 2024. 131 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

BigSur Wealth Management held 2,000 shares of iShares US Healthcare ETF worth $134K as of Q2 2026.
BigSur Wealth Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.03% of BigSur Wealth Management's portfolio in Q2 2026, its #162 holding.
BigSur Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
BigSur Wealth Management's iShares US Healthcare ETF position peaked at $260K in Q3 2024.
131 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.