Ferguson Wellman Capital Management
IYH icon

Ferguson Wellman Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Ferguson Wellman Capital 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 		$667K Hold
9,320
– – 0.01% 273
2026
Q2 		$625K Hold
9,320
– – 0.01% 285
2026
Q1 		$574K Sell
9,320
-25
-0.3% -$1.61K 0.01% 277
2025
Q4 		$608K Sell
9,345
-178
-2% -$11.2K 0.01% 231
2025
Q3 		$559K Sell
9,523
-126
-1% -$7.18K 0.01% 242
2025
Q2 		$545K Sell
9,649
-189,426
-95% -$10.7M 0.01% 232
2025
Q1 		$12.1M Buy
199,075
+191,032
+2,375% +$11.7M 0.24% 71
2024
Q4 		$469K Hold
8,043
– – 0.01% 249
2024
Q3 		$523K Hold
8,043
– – 0.01% 243
2024
Q2 		$493K Sell
8,043
-597
-7% -$35.9K 0.01% 245
2024
Q1 		$535K Sell
8,640
-50
-0.6% -$3.01K 0.01% 248
2023
Q4 		$497K Sell
8,690
-3,050
-26% -$166K 0.01% 253
2023
Q3 		$634K Sell
11,740
-435
-4% -$24.3K 0.02% 216
2023
Q2 		$682K Buy
12,175
+2,350
+24% +$131K 0.02% 218
2023
Q1 		$537K Sell
9,825
-40
-0.4% -$2.19K 0.01% 247
2022
Q4 		$560K Sell
9,865
-123,325
-93% -$6.81M 0.01% 241
2022
Q3 		$6.74M Buy
133,190
+126,150
+1,792% +$6.81M 0.26% 65
2022
Q2 		$379K Hold
7,040
– – 0.01% 248
2022
Q1 		$407K Hold
7,040
– – 0.01% 261
2021
Q4 		$423K Sell
7,040
-250
-3% -$14.3K 0.01% 257
2021
Q3 		$402K Sell
7,290
-75
-1% -$4.29K 0.01% 263
2021
Q2 		$402K Hold
7,365
– – 0.01% 260
2021
Q1 		$372K Sell
7,365
-600
-8% -$30.2K 0.01% 262
2020
Q4 		$392K Sell
7,965
-1,800
-18% -$85K 0.01% 300
2020
Q3 		$444K Sell
9,765
-2,050
-17% -$92.8K 0.01% 270
2020
Q2 		$510K Sell
11,815
-350
-3% -$14.8K 0.02% 247
2020
Q1 		$457K Sell
12,165
-8,100
-40% -$333K 0.02% 232
2019
Q4 		$874K Hold
20,265
– – 0.03% 225
2019
Q3 		$766K Sell
20,265
-3,750
-16% -$144K 0.02% 231
2019
Q2 		$938K Sell
24,015
-17,375
-42% -$658K 0.03% 204
2019
Q1 		$1.6M Sell
41,390
-36,985
-47% -$1.41M 0.05% 179
2018
Q4 		$2.83M Buy
+78,375
New +$3M 0.11% 149
2018
Q1 		– Sell
-8,500
Closed -$296K – 353
2017
Q4 		$296K Buy
+8,500
New +$295K 0.01% 298

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GBFG
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Ferguson Wellman Capital Management's IYH Position: Q3 2026 in Review

Ferguson Wellman Capital Management held its iShares US Healthcare ETF (IYH) position steady in Q3 2026 at 9,320 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #273.

Ferguson Wellman Capital Management first reported a position in IYH in Q4 2017 and has held it in 33 quarters since. The position peaked at $12.1M in Q1 2025. 56 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Ferguson Wellman Capital Management held 9,320 shares of iShares US Healthcare ETF worth $667K as of Q3 2026.
  • Ferguson Wellman Capital Management left its iShares US Healthcare ETF share count unchanged in Q3 2026.
  • iShares US Healthcare ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #273 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares US Healthcare ETF in Q4 2017 and has held it in 33 quarters since.
  • Ferguson Wellman Capital Management's iShares US Healthcare ETF position peaked at $12.1M in Q1 2025.
  • 56 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.