Daymark Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Daymark Wealth Partners’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	$539K	Buy	8,752 +3	+0%	+$194	0.02%	407
2025 Q4	$570K	Buy	8,749 +2	+0%	+$126	0.02%	366
2025 Q3	$514K	Buy	8,747 +2	+0%	+$114	0.02%	370
2025 Q2	$494K	Sell	8,745 -48	-0.5%	-$2.71K	0.02%	356
2025 Q1	$535K	Buy	8,793 +2	+0%	+$122	0.02%	321
2024 Q4	$512K	Sell	8,791 -722	-8%	-$44.6K	0.02%	313
2024 Q3	$618K	Sell	9,513 -666	-7%	-$42.6K	0.03%	305
2024 Q2	$624K	Buy	10,179 +2,094	+26%	+$126K	0.03%	297
2024 Q1	$500K	Hold	8,085	–	–	0.03%	266
2023 Q4	$463K	Hold	8,085	–	–	0.03%	265
2023 Q3	$437K	Buy	+8,085	New	+$452K	0.03%	255

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

Daymark Wealth Partners's IYH Position: Q1 2026 in Review

Daymark Wealth Partners increased its iShares US Healthcare ETF (IYH) stake by 0.03% in Q1 2026, buying an estimated $194 and bringing the position to 8,752 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #407.

Daymark Wealth Partners first reported a position in IYH in Q3 2023 and has held it in 11 quarters since. The position peaked at $624K in Q2 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Daymark Wealth Partners held 8,752 shares of iShares US Healthcare ETF worth $539K as of Q1 2026.
Daymark Wealth Partners bought 3 iShares US Healthcare ETF shares in Q1 2026, an estimated $194.
iShares US Healthcare ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #407 holding.
Daymark Wealth Partners first reported a position in iShares US Healthcare ETF in Q3 2023 and has held it in 11 quarters since.
Daymark Wealth Partners's iShares US Healthcare ETF position peaked at $624K in Q2 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.