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

EverSource 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	$44.7K	Sell	725 -1	-0.1%	-$65	﹤0.01%	1981
2025 Q4	$47.3K	Hold	726	–	–	﹤0.01%	1784
2025 Q3	$42.6K	Sell	726 -22	-3%	-$1.25K	﹤0.01%	1817
2025 Q2	$42.2K	Sell	748 -588	-44%	-$33.2K	﹤0.01%	1729
2025 Q1	$81.4K	Buy	1,336 +501	+60%	+$30.6K	﹤0.01%	993
2024 Q4	$48.7K	Hold	835	–	–	﹤0.01%	1200
2024 Q3	$54.3K	Hold	835	–	–	﹤0.01%	1035
2024 Q2	$52.5K	Hold	835	–	–	﹤0.01%	1064
2024 Q1	$49.1K	Hold	835	–	–	﹤0.01%	988
2023 Q4	$47.8K	Hold	835	–	–	﹤0.01%	918
2023 Q3	$45.1K	Sell	835 -70	-8%	-$3.91K	﹤0.01%	851
2023 Q2	$50.7K	Sell	905 -965	-52%	-$53.6K	0.01%	829
2023 Q1	$102K	Hold	1,870	–	–	0.01%	543
2022 Q4	$106K	Buy	1,870 +965	+107%	+$53.3K	0.02%	490
2022 Q3	$46K	Buy	+905	New	+$48.9K	0.01%	657
2022 Q2	–	Sell	-95	Closed	-$5K	–	1798
2022 Q1	$5K	Sell	95 -10	-10%	-$558	﹤0.01%	1256
2021 Q4	$6K	Buy	+105	New	+$6K	﹤0.01%	1183

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

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

EverSource Wealth Advisors reduced its iShares US Healthcare ETF (IYH) stake by 0.14% in Q1 2026, selling an estimated $65 and leaving 725 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

EverSource Wealth Advisors first reported a position in IYH in Q4 2021 and has held it in 17 quarters since. The position peaked at $106K in Q4 2022. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

EverSource Wealth Advisors held 725 shares of iShares US Healthcare ETF worth $44.7K as of Q1 2026.
EverSource Wealth Advisors sold 1 iShares US Healthcare ETF share in Q1 2026, an estimated $65.
iShares US Healthcare ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1981 holding.
EverSource Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's iShares US Healthcare ETF position peaked at $106K in Q4 2022.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

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