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

Cherry Tree 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 Q1	$23.1K	Hold	375	–	–	﹤0.01%	337
2025 Q4	$24.4K	Hold	375	–	–	0.01%	332
2025 Q3	$22K	Hold	375	–	–	﹤0.01%	329
2025 Q2	$21.2K	Hold	375	–	–	﹤0.01%	338
2025 Q1	$22.8K	Hold	375	–	–	0.01%	332
2024 Q4	$21.9K	Hold	375	–	–	0.01%	328
2024 Q3	$24.4K	Hold	375	–	–	0.01%	314
2024 Q2	$23K	Hold	375	–	–	0.01%	315
2024 Q1	$23.2K	Hold	375	–	–	0.01%	311
2023 Q4	$21.5K	Hold	375	–	–	0.01%	301
2023 Q3	$20.3K	Hold	375	–	–	0.01%	291
2023 Q2	$21K	Buy	+375	New	+$20.8K	0.01%	286

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cherry Tree Wealth Management's IYH Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 375 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Cherry Tree Wealth Management first reported a position in IYH in Q2 2023 and has held it in 12 quarters since. The position peaked at $24.4K in Q4 2025. 515 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Cherry Tree Wealth Management held 375 shares of iShares US Healthcare ETF worth $23.1K as of Q1 2026.
Cherry Tree Wealth Management left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #337 holding.
Cherry Tree Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares US Healthcare ETF position peaked at $24.4K in Q4 2025.
515 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.