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

Collaborative 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	$214K	Sell	3,200 -270	-8%	-$16.9K	0.09%	152
2026 Q1	$214K	Hold	3,470	–	–	0.1%	142
2025 Q4	$226K	Hold	3,470	–	–	0.08%	209
2025 Q3	$204K	Buy	+3,470	New	+$198K	0.08%	185
2025 Q2	–	Sell	-3,470	Closed	-$211K	–	185
2025 Q1	$211K	Hold	3,470	–	–	0.1%	161
2024 Q4	$202K	Hold	3,470	–	–	0.09%	167
2024 Q3	$226K	Hold	3,470	–	–	0.1%	157
2024 Q2	$213K	Hold	3,470	–	–	0.1%	156
2024 Q1	$215K	Sell	3,470 -160	-4%	-$9.62K	0.11%	152
2023 Q4	$208K	Buy	+3,630	New	+$198K	0.11%	152
2023 Q3	–	Sell	-3,630	Closed	-$203K	–	168
2023 Q2	$203K	Buy	+3,630	New	+$202K	0.12%	159
2023 Q1	–	Sell	-3,630	Closed	-$206K	–	169
2022 Q4	$206K	Buy	+3,630	New	+$200K	0.14%	164
2021 Q4	$218K	Buy	+3,630	New	+$207K	0.12%	185
2021 Q1	$210K	Buy	+3,630	New	+$182K	0.12%	181

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Collaborative Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 7.8% in Q2 2026, selling an estimated $16.9K and leaving 3,200 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #152.

Collaborative Wealth Management first reported a position in IYH in Q1 2021 and has held it in 14 quarters since. The position peaked at $226K in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Collaborative Wealth Management held 3,200 shares of iShares US Healthcare ETF worth $214K as of Q2 2026.
Collaborative Wealth Management sold 270 iShares US Healthcare ETF shares in Q2 2026, an estimated $16.9K.
iShares US Healthcare ETF made up 0.09% of Collaborative Wealth Management's portfolio in Q2 2026, its #152 holding.
Collaborative Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 14 quarters since.
Collaborative Wealth Management's iShares US Healthcare ETF position peaked at $226K in Q4 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.