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Blackston Financial Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

Blackston Financial Advisory Group’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 		$261K Sell
4,230
-196
-4% -$12.7K 0.16% 78
2025
Q4 		$288K Sell
4,426
-368
-8% -$23.2K 0.18% 74
2025
Q3 		$281K Sell
4,794
-4,236
-47% -$241K 0.17% 73
2025
Q2 		$510K Sell
9,030
-334
-4% -$18.8K 0.32% 48
2025
Q1 		$570K Sell
9,364
-539
-5% -$32.9K 0.39% 40
2024
Q4 		$577K Sell
9,903
-3,548
-26% -$219K 0.29% 54
2024
Q3 		$874K Buy
+13,451
New +$859K 0.45% 35
2024
Q2 		– Sell
-7,355
Closed -$455K – 87
2024
Q1 		$455K Sell
7,355
-2,625
-26% -$158K 0.3% 38
2023
Q4 		$571K Sell
9,980
-275
-3% -$15K 0.36% 38
2023
Q3 		$554K Buy
10,255
+550
+6% +$30.7K 0.39% 38
2023
Q2 		$544K Sell
9,705
-315
-3% -$17.5K 0.39% 40
2023
Q1 		$547K Sell
10,020
-1,370
-12% -$75.2K 0.41% 41
2022
Q4 		$646K Buy
11,390
+240
+2% +$13.2K 0.47% 34
2022
Q3 		$616K Buy
11,150
+435
+4% +$23.5K 0.43% 34
2022
Q2 		$588K Buy
+10,715
New +$588K 0.38% 35
2022
Q1 		– Sell
-9,085
Closed -$546K – 90
2021
Q4 		$546K Buy
+9,085
New +$519K 0.32% 36

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackston Financial Advisory Group's IYH Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its iShares US Healthcare ETF (IYH) stake by 4.4% in Q1 2026, selling an estimated $12.7K and leaving 4,230 shares worth $261K. The position accounts for 0.16% of the portfolio, ranked #78.

Blackston Financial Advisory Group first reported a position in IYH in Q4 2021 and has held it in 16 quarters since. The position peaked at $874K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Blackston Financial Advisory Group held 4,230 shares of iShares US Healthcare ETF worth $261K as of Q1 2026.
  • Blackston Financial Advisory Group sold 196 iShares US Healthcare ETF shares in Q1 2026, an estimated $12.7K.
  • iShares US Healthcare ETF made up 0.16% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #78 holding.
  • Blackston Financial Advisory Group first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 16 quarters since.
  • Blackston Financial Advisory Group's iShares US Healthcare ETF position peaked at $874K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.