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

EPG 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 Q2	$5.03K	Hold	75	–	–	﹤0.01%	298
2026 Q1	$4.62K	Hold	75	–	–	﹤0.01%	301
2025 Q4	$4.88K	Hold	75	–	–	﹤0.01%	296
2025 Q3	$4.4K	Hold	75	–	–	﹤0.01%	297
2025 Q2	$4.24K	Hold	75	–	–	﹤0.01%	291
2025 Q1	$4.57K	Hold	75	–	–	﹤0.01%	394
2024 Q4	$4.37K	Hold	75	–	–	﹤0.01%	401
2024 Q3	$4.88K	Buy	+75	New	+$4.79K	﹤0.01%	395
2024 Q2	–	Sell	-275	Closed	-$16.5K	–	376
2024 Q1	$17K	Hold	275	–	–	﹤0.01%	369
2023 Q4	$16.5K	Hold	275	–	–	﹤0.01%	353
2023 Q3	$14.9K	Hold	275	–	–	﹤0.01%	349
2023 Q2	$15.4K	Hold	275	–	–	﹤0.01%	338
2023 Q1	$15K	Hold	275	–	–	﹤0.01%	346
2022 Q4	$15.6K	Buy	275 +200	+267%	+$11K	0.01%	313
2022 Q3	$4K	Buy	+75	New	+$4.05K	﹤0.01%	360
2022 Q1	–	Sell	-75	Closed	-$5K	–	418
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	376
2021 Q3	$4K	Buy	+75	New	+$4.29K	﹤0.01%	355
2020 Q2	–	Sell	-75	Closed	-$3K	–	468
2020 Q1	$3K	Hold	75	–	–	﹤0.01%	660
2019 Q4	$3K	Buy	+75	New	+$3.03K	﹤0.01%	573

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

EPG Wealth Management's IYH Position: Q2 2026 in Review

EPG Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 75 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

EPG Wealth Management first reported a position in IYH in Q4 2019 and has held it in 19 quarters since. The position peaked at $17K in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

EPG Wealth Management held 75 shares of iShares US Healthcare ETF worth $5.03K as of Q2 2026.
EPG Wealth Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #298 holding.
EPG Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 19 quarters since.
EPG Wealth Management's iShares US Healthcare ETF position peaked at $17K in Q1 2024.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.