CFM Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

CFM Wealth Partners’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 Q3	$720K	Hold	10,060	–	–	0.09%	88
2026 Q2	$674K	Hold	10,060	–	–	0.09%	91
2026 Q1	$620K	Hold	10,060	–	–	0.09%	93
2025 Q4	$655K	Hold	10,060	–	–	0.09%	89
2025 Q3	$591K	Hold	10,060	–	–	0.09%	94
2025 Q2	$568K	Hold	10,060	–	–	0.09%	89
2025 Q1	$613K	Hold	10,060	–	–	0.11%	90
2024 Q4	$586K	Hold	10,060	–	–	0.1%	92
2024 Q3	$654K	Hold	10,060	–	–	0.11%	92
2024 Q2	$616K	Hold	10,060	–	–	0.11%	95
2024 Q1	$623K	Hold	10,060	–	–	0.13%	97
2023 Q4	$576K	Hold	10,060	–	–	0.13%	100
2023 Q3	$543K	Hold	10,060	–	–	0.14%	91
2023 Q2	$564K	Hold	10,060	–	–	0.14%	103
2023 Q1	$549K	Hold	10,060	–	–	0.15%	101
2022 Q4	$571K	Hold	10,060	–	–	0.17%	102
2022 Q3	$509K	Hold	10,060	–	–	0.16%	95
2022 Q2	$541K	Hold	10,060	–	–	0.16%	103
2022 Q1	$581K	Hold	10,060	–	–	0.14%	103
2021 Q4	$599K	Hold	10,060	–	–	0.13%	107
2021 Q3	$555K	Hold	10,060	–	–	0.14%	105
2021 Q2	$549K	Hold	10,060	–	–	0.15%	96
2021 Q1	$508K	Buy	+10,060	New	+$506K	0.15%	97
2020 Q3	–	Sell	-245	Closed	-$10K	–	316
2020 Q2	$10K	Hold	245	–	–	﹤0.01%	397
2020 Q1	$9K	Sell	245 -560	-70%	-$23K	﹤0.01%	442
2019 Q4	$36K	Buy	+805	New	+$32.5K	0.01%	307

Other funds holding IYH

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

CFM Wealth Partners's IYH Position: Q3 2026 in Review

CFM Wealth Partners held its iShares US Healthcare ETF (IYH) position steady in Q3 2026 at 10,060 shares worth $720K. The position accounts for 0.09% of the portfolio, ranked #88.

CFM Wealth Partners first reported a position in IYH in Q4 2019 and has held it in 26 quarters since. 335 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

CFM Wealth Partners held 10,060 shares of iShares US Healthcare ETF worth $720K as of Q3 2026.
CFM Wealth Partners left its iShares US Healthcare ETF share count unchanged in Q3 2026.
iShares US Healthcare ETF made up 0.09% of CFM Wealth Partners's portfolio in Q3 2026, its #88 holding.
CFM Wealth Partners first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 26 quarters since.
335 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.