First Heartland Consultants’s iShares US Healthcare ETF IYH Stock Holding History

First Heartland Consultants’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 Q2	$410K	Buy	6,113 +7	+0.1%	+$438	0.03%	372
2026 Q1	$376K	Buy	6,106 +10	+0.2%	+$646	0.03%	344
2025 Q4	$397K	Buy	6,096 +124	+2%	+$7.82K	0.03%	340
2025 Q3	$351K	Buy	5,972 +9	+0.2%	+$513	0.03%	371
2025 Q2	$337K	Buy	+5,963	New	+$336K	0.03%	359
2024 Q4	–	Sell	-3,995	Closed	-$260K	–	479
2024 Q3	$260K	Sell	3,995 -876	-18%	-$56K	0.03%	373
2024 Q2	$298	Buy	4,871 +93	+2%	+$5.59K	0.02%	345
2024 Q1	$296K	Buy	4,778 +18	+0.4%	+$1.08K	0.03%	337
2023 Q4	$272K	Sell	4,760 -5	-0.1%	-$272	0.03%	302
2023 Q3	$257K	Sell	4,765 -215	-4%	-$12K	0.03%	317
2023 Q2	$279K	Sell	4,980 -135	-3%	-$7.5K	0.04%	306
2023 Q1	$280K	Sell	5,115 -21,185	-81%	-$1.16M	0.04%	286
2022 Q4	$1.49M	Buy	26,300 +19,190	+270%	+$1.06M	0.24%	95
2022 Q3	$359	Sell	7,110 -2,015	-22%	-$109K	0.03%	224
2022 Q2	$490K	Buy	9,125 +5	+0.1%	+$274	0.08%	191
2022 Q1	$526K	Buy	9,120 +10	+0.1%	+$558	0.08%	180
2021 Q4	$547	Buy	9,110 +3,035	+50%	+$173K	0.02%	183
2021 Q3	$335K	Sell	6,075 -80	-1%	-$4.58K	0.05%	258
2021 Q2	$336K	Buy	6,155 +1,010	+20%	+$53.5K	0.05%	267
2021 Q1	$260K	Sell	5,145 -155	-3%	-$7.79K	0.04%	314
2020 Q4	$261K	Sell	5,300 -915	-15%	-$43.2K	0.04%	274
2020 Q3	$282K	Sell	6,215 -5,675	-48%	-$257K	0.05%	219
2020 Q2	$513K	Buy	11,890 +3,745	+46%	+$158K	0.1%	153
2020 Q1	$306K	Buy	8,145 +2,175	+36%	+$89.5K	0.08%	185
2019 Q4	$258K	Sell	5,970 -13,010	-69%	-$525K	0.05%	253
2019 Q3	$718K	Sell	18,980 -1,435	-7%	-$55.2K	0.15%	131
2019 Q2	$797K	Buy	20,415 +8,355	+69%	+$316K	0.19%	114
2019 Q1	$467K	Sell	12,060 -585	-5%	-$22.2K	0.13%	151
2018 Q4	$457K	Sell	12,645 -9,750	-44%	-$374K	0.17%	125
2018 Q3	$909K	Buy	22,395 +2,880	+15%	+$111K	0.28%	84
2018 Q2	$695K	Buy	19,515 +350	+2%	+$12.3K	0.25%	108
2018 Q1	$662K	Buy	19,165 +305	+2%	+$11K	0.2%	122
2017 Q4	$657K	Sell	18,860 -6,370	-25%	-$221K	0.2%	122
2017 Q3	$867K	Hold	25,230	–	–	0.21%	137
2017 Q2	$839K	Buy	25,230 +5,380	+27%	+$172K	0.22%	130
2017 Q1	$618K	Buy	19,850 +11,450	+136%	+$349K	0.17%	160
2016 Q4	$242K	Buy	8,400 +1,035	+14%	+$30K	0.07%	280
2016 Q3	$221K	Buy	+7,365	New	+$225K	0.06%	284
2015 Q4	–	Sell	-8,010	Closed	-$224K	–	275
2015 Q3	$224K	Sell	8,010 -4,630	-37%	-$144K	0.09%	220
2015 Q2	$401	Buy	12,640 +3,955	+46%	+$124K	0.11%	165
2015 Q1	$268K	Buy	8,685 +1,010	+13%	+$30.5K	0.1%	202
2014 Q4	$221K	Buy	+7,675	New	+$216K	0.09%	218
2013 Q4	–	Sell	-45,175	Closed	-$979K	–	227
2013 Q3	$979K	Sell	45,175 -2,110	-4%	-$44.8K	0.59%	49
2013 Q2	$947K	Buy	+47,285	New	+$951K	0.55%	49

Other funds holding IYH

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

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

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

MAWCM

Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

First Heartland Consultants's IYH Position: Q2 2026 in Review

First Heartland Consultants increased its iShares US Healthcare ETF (IYH) stake by 0.11% in Q2 2026, buying an estimated $438 and bringing the position to 6,113 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #372.

First Heartland Consultants first reported a position in IYH in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.49M in Q4 2022. 159 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

First Heartland Consultants held 6,113 shares of iShares US Healthcare ETF worth $410K as of Q2 2026.
First Heartland Consultants bought 7 iShares US Healthcare ETF shares in Q2 2026, an estimated $438.
iShares US Healthcare ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #372 holding.
First Heartland Consultants first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 44 quarters since.
First Heartland Consultants's iShares US Healthcare ETF position peaked at $1.49M in Q4 2022.
159 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.