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

Clearstead 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	$273K	Buy	4,428 +386	+10%	+$24.9K	﹤0.01%	895
2025 Q4	$263K	Sell	4,042 -517	-11%	-$32.6K	﹤0.01%	854
2025 Q3	$268K	Hold	4,559	–	–	﹤0.01%	807
2025 Q2	$257K	Sell	4,559 -200	-4%	-$11.3K	﹤0.01%	819
2025 Q1	$290K	Sell	4,759 -825	-15%	-$50.4K	﹤0.01%	721
2024 Q4	$325K	Buy	5,584 +4,759	+577%	+$294K	﹤0.01%	692
2024 Q3	$53.6K	Sell	825 -2,946	-78%	-$188K	﹤0.01%	1192
2024 Q2	$231K	Buy	+3,771	New	+$227K	﹤0.01%	773

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

Clearstead Advisors's IYH Position: Q1 2026 in Review

Clearstead Advisors increased its iShares US Healthcare ETF (IYH) stake by 9.5% in Q1 2026, buying an estimated $24.9K and bringing the position to 4,428 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Clearstead Advisors first reported a position in IYH in Q2 2024 and has held it in 8 quarters since. The position peaked at $325K in Q4 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Clearstead Advisors held 4,428 shares of iShares US Healthcare ETF worth $273K as of Q1 2026.
Clearstead Advisors bought 386 iShares US Healthcare ETF shares in Q1 2026, an estimated $24.9K.
iShares US Healthcare ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #895 holding.
Clearstead Advisors first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 8 quarters since.
Clearstead Advisors's iShares US Healthcare ETF position peaked at $325K in Q4 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.