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 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 $2.1B AUM 24.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DiNuzzo Private Wealth's IYH Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 100 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

DiNuzzo Private Wealth first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

DiNuzzo Private Wealth held 100 shares of iShares US Healthcare ETF worth $6.7K as of Q2 2026.
DiNuzzo Private Wealth left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #348 holding.
DiNuzzo Private Wealth first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
208 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.