Congress Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Congress Asset 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 Q3	$363K	Buy	+5,068	New	+$357K	﹤0.01%	363

Other funds holding IYH

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Congress Asset Management's IYH Position: Q3 2026 in Review

Congress Asset Management opened a new position in iShares US Healthcare ETF (IYH) in Q3 2026: 5,068 shares worth $363K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings.

24 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

Congress Asset Management held 5,068 shares of iShares US Healthcare ETF worth $363K as of Q3 2026.
iShares US Healthcare ETF was a new Congress Asset Management position in Q3 2026.
iShares US Healthcare ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #363 holding.
24 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.