Commonwealth Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Commonwealth Financial Services’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	$893K	Buy	+12,485	New	+$879K	0.16%	91
2017 Q1	$388K	Buy	12,505 +12,195	+3,934%	+$372K	0.42%	27
2016 Q4	$9K	Hold	310	–	–	0.01%	183
2016 Q3	$9K	Hold	310	–	–	0.01%	178
2016 Q2	$9K	Sell	310 -2,550	-89%	-$74.5K	0.01%	182
2016 Q1	$80K	Hold	2,860	–	–	0.12%	65
2015 Q4	$86K	Sell	2,860 -725	-20%	-$21.6K	0.29%	59
2015 Q3	$100K	Sell	3,585 -31,480	-90%	-$980K	0.12%	60
2015 Q2	$1.11M	Sell	35,065 -70,625	-67%	-$2.22M	1.21%	5
2015 Q1	$3.26M	Buy	105,690 +4,235	+4%	+$128K	2.87%	5
2014 Q4	$2.92M	Buy	+101,455	New	+$2.86M	2.62%	7

Other funds holding IYH

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

CCM

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

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lighthouse Financial Largo, Florida $222M AUM 23.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Commonwealth Financial Services's IYH Position: Q3 2026 in Review

Commonwealth Financial Services opened a new position in iShares US Healthcare ETF (IYH) in Q3 2026: 12,485 shares worth $893K. The stake represents 0.16% of the portfolio and ranks #91 among its holdings. This is a return to the name: Commonwealth Financial Services previously reported a position in IYH as recently as Q1 2017.

Commonwealth Financial Services first reported a position in IYH in Q4 2014 and has held it in 11 quarters since. The position peaked at $3.26M in Q1 2015. 148 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

Commonwealth Financial Services held 12,485 shares of iShares US Healthcare ETF worth $893K as of Q3 2026.
iShares US Healthcare ETF was a new Commonwealth Financial Services position in Q3 2026.
iShares US Healthcare ETF made up 0.16% of Commonwealth Financial Services's portfolio in Q3 2026, its #91 holding.
Commonwealth Financial Services first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 11 quarters since.
Commonwealth Financial Services's iShares US Healthcare ETF position peaked at $3.26M in Q1 2015.
148 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.