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Farther Finance Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Farther Finance 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
Q3 		$590K Sell
8,242
-3,386
-29% -$238K ﹤0.01% 1460
2026
Q2 		$780K Sell
11,628
-7,888
-40% -$494K 0.01% 1253
2026
Q1 		$1.21M Buy
19,516
+9,266
+90% +$599K 0.01% 869
2025
Q4 		$667K Sell
10,250
-2,039
-17% -$129K 0.01% 1133
2025
Q3 		$722K Buy
12,289
+10,040
+446% +$572K 0.01% 887
2025
Q2 		$127K Sell
2,249
-330
-13% -$18.6K ﹤0.01% 1636
2025
Q1 		$154K Sell
2,579
-494
-16% -$30.2K ﹤0.01% 1333
2024
Q4 		$179K Buy
3,073
+1,628
+113% +$101K 0.01% 1038
2024
Q3 		$93.9K Sell
1,445
-84
-5% -$5.37K ﹤0.01% 1333
2024
Q2 		$93.2K Sell
1,529
-2
-0.1% -$120 ﹤0.01% 1158
2024
Q1 		$93.9K Sell
1,531
-799
-34% -$48K 0.01% 964
2023
Q4 		$133K Sell
2,330
-4,110
-64% -$224K 0.01% 694
2023
Q3 		$348K Buy
6,440
+435
+7% +$24.3K 0.05% 267
2023
Q2 		$337K Buy
6,005
+1,100
+22% +$61.1K 0.07% 224
2023
Q1 		$268K Buy
4,905
+2,010
+69% +$110K 0.08% 227
2022
Q4 		$164K Buy
+2,895
New +$160K 0.06% 251

Other funds holding IYH

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's IYH Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Healthcare ETF (IYH) stake by 29% in Q3 2026, selling an estimated $238K and leaving 8,242 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Farther Finance Advisors first reported a position in IYH in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q1 2026. 20 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Farther Finance Advisors held 8,242 shares of iShares US Healthcare ETF worth $590K as of Q3 2026.
  • Farther Finance Advisors sold 3,386 iShares US Healthcare ETF shares in Q3 2026, an estimated $238K.
  • iShares US Healthcare ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1460 holding.
  • Farther Finance Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares US Healthcare ETF position peaked at $1.21M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.