Creative Planning
IYH icon

Creative Planning’s iShares US Healthcare ETF IYH Stock Holding History

Creative Planning’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 		$3.11M Buy
50,404
+106
+0.2% +$6.85K ﹤0.01% 1553
2025
Q4 		$3.27M Sell
50,298
-372
-0.7% -$23.5K ﹤0.01% 1320
2025
Q3 		$2.98M Sell
50,670
-1,132
-2% -$64.5K ﹤0.01% 1230
2025
Q2 		$2.93M Buy
51,802
+3,573
+7% +$202K ﹤0.01% 1047
2025
Q1 		$2.94M Buy
48,229
+2,392
+5% +$146K ﹤0.01% 942
2024
Q4 		$2.67M Buy
45,837
+90
+0.2% +$5.56K ﹤0.01% 962
2024
Q3 		$2.97M Buy
45,747
+1,504
+3% +$96.1K ﹤0.01% 864
2024
Q2 		$2.71M Sell
44,243
-1,031
-2% -$62K ﹤0.01% 858
2024
Q1 		$2.8M Sell
45,274
-351
-0.8% -$21.1K ﹤0.01% 828
2023
Q4 		$2.61M Buy
45,625
+4,740
+12% +$258K ﹤0.01% 799
2023
Q3 		$2.21M Buy
40,885
+4,955
+14% +$277K ﹤0.01% 818
2023
Q2 		$2.01M Buy
35,930
+4,285
+14% +$238K ﹤0.01% 812
2023
Q1 		$1.73M Sell
31,645
-3,020
-9% -$166K ﹤0.01% 837
2022
Q4 		$1.97M Sell
34,665
-320
-0.9% -$17.7K ﹤0.01% 754
2022
Q3 		$1.77M Sell
34,985
-190
-0.5% -$10.3K ﹤0.01% 741
2022
Q2 		$1.89M Buy
35,175
+1,740
+5% +$95.5K ﹤0.01% 735
2022
Q1 		$1.93M Buy
33,435
+10
+0% +$558 ﹤0.01% 731
2021
Q4 		$2.01M Sell
33,425
-3,015
-8% -$172K ﹤0.01% 688
2021
Q3 		$2.01M Sell
36,440
-1,560
-4% -$89.2K ﹤0.01% 687
2021
Q2 		$2.07M Buy
38,000
+6,865
+22% +$363K ﹤0.01% 670
2021
Q1 		$1.57M Buy
31,135
+2,440
+9% +$123K ﹤0.01% 827
2020
Q4 		$1.41M Buy
28,695
+1,010
+4% +$47.7K ﹤0.01% 802
2020
Q3 		$1.26M Sell
27,685
-1,065
-4% -$48.2K ﹤0.01% 723
2020
Q2 		$1.24M Buy
28,750
+565
+2% +$23.8K ﹤0.01% 663
2020
Q1 		$1.06M Buy
28,185
+3,250
+13% +$134K ﹤0.01% 620
2019
Q4 		$1.08M Buy
24,935
+555
+2% +$22.4K ﹤0.01% 757
2019
Q3 		$922K Hold
24,380
– – ﹤0.01% 792
2019
Q2 		$952K Sell
24,380
-1,355
-5% -$51.3K ﹤0.01% 777
2019
Q1 		$997K Buy
25,735
+2,335
+10% +$88.7K ﹤0.01% 738
2018
Q4 		$846K Sell
23,400
-185
-0.8% -$7.09K ﹤0.01% 734
2018
Q3 		$957K Sell
23,585
-75
-0.3% -$2.89K ﹤0.01% 785
2018
Q2 		$843K Sell
23,660
-160
-0.7% -$5.64K ﹤0.01% 834
2018
Q1 		$822K Sell
23,820
-1,775
-7% -$63.9K ﹤0.01% 838
2017
Q4 		$892K Buy
25,595
+465
+2% +$16.1K ﹤0.01% 796
2017
Q3 		$864K Buy
25,130
+1,365
+6% +$46K ﹤0.01% 788
2017
Q2 		$790K Sell
23,765
-250
-1% -$7.99K ﹤0.01% 801
2017
Q1 		$748K Buy
24,015
+2,920
+14% +$89.1K ﹤0.01% 781
2016
Q4 		$608K Sell
21,095
-5,650
-21% -$164K ﹤0.01% 835
2016
Q3 		$803K Buy
26,745
+1,650
+7% +$50.4K 0.01% 684
2016
Q2 		$744K Hold
25,095
– – 0.01% 606
2016
Q1 		$705K Sell
25,095
-1,885
-7% -$52.2K 0.01% 615
2015
Q4 		$809K Sell
26,980
-2,000
-7% -$59.5K 0.01% 572
2015
Q3 		$811K Buy
+28,980
New +$902K 0.01% 546
2015
Q2 		– Sell
-23,370
Closed -$721K – 2063
2015
Q1 		$721K Sell
23,370
-1,445
-6% -$43.6K 0.01% 589
2014
Q4 		$715K Sell
24,815
-3,165
-11% -$89.1K 0.01% 557
2014
Q3 		$752K Buy
27,980
+6,520
+30% +$172K 0.01% 507
2014
Q2 		$550K Sell
21,460
-385
-2% -$9.51K 0.01% 607
2014
Q1 		$538K Buy
21,845
+3,965
+22% +$96.4K 0.01% 587
2013
Q4 		$417K Buy
17,880
+3,785
+27% +$85.1K 0.01% 570
2013
Q3 		$301K Buy
14,095
+2,100
+18% +$44.5K 0.01% 597
2013
Q2 		$240K Buy
+11,995
New +$241K 0.01% 620

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's IYH Position: Q1 2026 in Review

Creative Planning increased its iShares US Healthcare ETF (IYH) stake by 0.21% in Q1 2026, buying an estimated $6.85K and bringing the position to 50,404 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Creative Planning first reported a position in IYH in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.27M in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Creative Planning held 50,404 shares of iShares US Healthcare ETF worth $3.11M as of Q1 2026.
  • Creative Planning bought 106 iShares US Healthcare ETF shares in Q1 2026, an estimated $6.85K.
  • iShares US Healthcare ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1553 holding.
  • Creative Planning first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's iShares US Healthcare ETF position peaked at $3.27M in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.