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

Endeavor 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
Q1 		$242K Buy
3,919
+1
+0% +$65 0.07% 178
2025
Q4 		$255K Hold
3,918
– – 0.07% 180
2025
Q3 		$230K Buy
+3,918
New +$223K 0.07% 179

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 $1.16B AUM 28.78% 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

Endeavor Private Wealth's IYH Position: Q1 2026 in Review

Endeavor Private Wealth increased its iShares US Healthcare ETF (IYH) stake by 0.03% in Q1 2026, buying an estimated $65 and bringing the position to 3,919 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #178.

Endeavor Private Wealth first reported a position in IYH in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Endeavor Private Wealth held 3,919 shares of iShares US Healthcare ETF worth $242K as of Q1 2026.
  • Endeavor Private Wealth bought 1 iShares US Healthcare ETF share in Q1 2026, an estimated $65.
  • iShares US Healthcare ETF made up 0.07% of Endeavor Private Wealth's portfolio in Q1 2026, its #178 holding.
  • Endeavor Private Wealth first reported a position in iShares US Healthcare ETF in Q3 2025 and has held it in 3 quarters since.
  • Endeavor Private Wealth's iShares US Healthcare ETF position peaked at $255K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.