DiNuzzo Private Wealth’s iShares US Healthcare ETF IYH Stock Holding History

DiNuzzo Private Wealth’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	$7.16K	Hold	100	–	–	﹤0.01%	349
2026 Q2	$6.7K	Hold	100	–	–	﹤0.01%	348
2026 Q1	$6.16K	Hold	100	–	–	﹤0.01%	356
2025 Q4	$6.51K	Hold	100	–	–	﹤0.01%	334
2025 Q3	$5.79K	Hold	100	–	–	﹤0.01%	353
2025 Q2	$5.65K	Hold	100	–	–	﹤0.01%	345
2025 Q1	$6.09K	Hold	100	–	–	﹤0.01%	325
2024 Q4	$5.83K	Hold	100	–	–	﹤0.01%	320
2024 Q3	$6.5K	Hold	100	–	–	﹤0.01%	316
2024 Q2	$6.13K	Hold	100	–	–	﹤0.01%	259
2024 Q1	$6.19K	Hold	100	–	–	﹤0.01%	229
2023 Q4	$5.72K	Buy	+100	New	+$5.44K	﹤0.01%	228

Other funds holding IYH

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 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

DiNuzzo Private Wealth's IYH Position: Q3 2026 in Review

DiNuzzo Private Wealth held its iShares US Healthcare ETF (IYH) position steady in Q3 2026 at 100 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

DiNuzzo Private Wealth first reported a position in IYH in Q4 2023 and has held it in 12 quarters since. 191 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

DiNuzzo Private Wealth held 100 shares of iShares US Healthcare ETF worth $7.16K as of Q3 2026.
DiNuzzo Private Wealth left its iShares US Healthcare ETF share count unchanged in Q3 2026.
iShares US Healthcare ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #349 holding.
DiNuzzo Private Wealth first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 12 quarters since.
191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.