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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
2025
Q2 		– Sell
-1,400
Closed -$69.1K – 386
2025
Q1 		$69.1K Buy
+1,400
New +$85.5K 0.02% 269

Other funds holding IYH

OC
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
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
NO
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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. 222 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.
  • 222 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.