EP Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

EP Wealth Advisors’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	$457K	Sell	7,406 -866	-10%	-$56K	﹤0.01%	941
2025 Q4	$539K	Buy	+8,272	New	+$522K	﹤0.01%	848
2025 Q2	$530K	Buy	9,384 +643	+7%	+$36.3K	﹤0.01%	760
2025 Q1	$532K	Sell	8,741 -935	-10%	-$57.1K	﹤0.01%	683
2024 Q4	$564K	Sell	9,676 -605	-6%	-$37.4K	﹤0.01%	652
2024 Q3	$668K	Sell	10,281 -1,279	-11%	-$81.7K	0.01%	603
2024 Q2	$708K	Sell	11,560 -15,071	-57%	-$907K	0.01%	463
2024 Q1	$1.65M	Sell	26,631 -117,079	-81%	-$7.04M	0.02%	295
2023 Q4	$8.23M	Buy	143,710 +129,020	+878%	+$7.02M	0.1%	120
2023 Q3	$794K	Sell	14,690 -50,585	-77%	-$2.83M	0.01%	370
2023 Q2	$552K	Buy	65,275 +40,415	+163%	+$2.25M	0.01%	448
2023 Q1	$322K	Buy	24,860 +14,125	+132%	+$775K	0.01%	475
2022 Q4	$609K	Buy	+10,735	New	+$592K	0.01%	348
2022 Q3	–	Sell	-3,000	Closed	-$161K	–	484
2022 Q2	$161K	Sell	3,000 -350	-10%	-$19.2K	﹤0.01%	602
2022 Q1	$193K	Buy	+3,350	New	+$187K	﹤0.01%	580

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

EP Wealth Advisors's IYH Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares US Healthcare ETF (IYH) stake by 10% in Q1 2026, selling an estimated $56K and leaving 7,406 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

EP Wealth Advisors first reported a position in IYH in Q1 2022 and has held it in 15 quarters since. The position peaked at $8.23M in Q4 2023. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

EP Wealth Advisors held 7,406 shares of iShares US Healthcare ETF worth $457K as of Q1 2026.
EP Wealth Advisors sold 866 iShares US Healthcare ETF shares in Q1 2026, an estimated $56K.
iShares US Healthcare ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #941 holding.
EP Wealth Advisors first reported a position in iShares US Healthcare ETF in Q1 2022 and has held it in 15 quarters since.
EP Wealth Advisors's iShares US Healthcare ETF position peaked at $8.23M in Q4 2023.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

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