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

Evermay 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	$40.1K	Hold	560	–	–	﹤0.01%	368
2026 Q2	$37.5K	Hold	560	–	–	﹤0.01%	384
2026 Q1	$34.5K	Buy	560 +230	+70%	+$14.9K	﹤0.01%	346
2025 Q4	$21.5K	Hold	330	–	–	﹤0.01%	379
2025 Q3	$19.4K	Hold	330	–	–	﹤0.01%	395
2025 Q2	$18.6K	Hold	330	–	–	﹤0.01%	393
2025 Q1	$20.1K	Hold	330	–	–	﹤0.01%	387
2024 Q4	$19.2K	Hold	330	–	–	﹤0.01%	385
2024 Q3	$21.4K	Hold	330	–	–	﹤0.01%	393
2024 Q2	$20.2K	Hold	330	–	–	﹤0.01%	405
2024 Q1	$20.4K	Hold	330	–	–	﹤0.01%	414
2023 Q4	$18.9K	Hold	330	–	–	﹤0.01%	396
2023 Q3	$17.9K	Hold	330	–	–	﹤0.01%	384
2023 Q2	$18.5K	Hold	330	–	–	﹤0.01%	384
2023 Q1	$18K	Hold	330	–	–	﹤0.01%	372
2022 Q4	$18.7K	Hold	330	–	–	﹤0.01%	370
2022 Q3	$17K	Hold	330	–	–	﹤0.01%	355
2022 Q2	$18K	Hold	330	–	–	﹤0.01%	351
2022 Q1	$19K	Hold	330	–	–	﹤0.01%	369
2021 Q4	$20K	Hold	330	–	–	﹤0.01%	358
2021 Q3	$18K	Hold	330	–	–	﹤0.01%	345
2021 Q2	$18K	Buy	+330	New	+$17.5K	﹤0.01%	363

Other funds holding IYH

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Evermay Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q3 2026 at 560 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Evermay Wealth Management first reported a position in IYH in Q2 2021 and has held it in 22 quarters since. 370 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

Evermay Wealth Management held 560 shares of iShares US Healthcare ETF worth $40.1K as of Q3 2026.
Evermay Wealth Management left its iShares US Healthcare ETF share count unchanged in Q3 2026.
iShares US Healthcare ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #368 holding.
Evermay Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2021 and has held it in 22 quarters since.
370 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.