Diversify Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Diversify Wealth 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	$242K	Buy	+3,246	New	+$229K	﹤0.01%	1159

Other funds holding IYH

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

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

Lighthouse Financial Largo, Florida $222M AUM 23.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Diversify Wealth Management's IYH Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in iShares US Healthcare ETF (IYH) in Q3 2026: 3,246 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings.

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

Diversify Wealth Management held 3,246 shares of iShares US Healthcare ETF worth $242K as of Q3 2026.
iShares US Healthcare ETF was a new Diversify Wealth Management position in Q3 2026.
iShares US Healthcare ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1159 holding.
147 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.