Flagship Wealth Advisors
IYH icon

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

Flagship 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
Q3 		$53.7K Hold
750
– – 0.01% 263
2026
Q2 		$50.3K Hold
750
– – 0.01% 269
2026
Q1 		$42.4K Hold
750
– – 0.02% 204
2025
Q4 		$48.8K Hold
750
– – 0.01% 219
2025
Q3 		$44K Hold
750
– – 0.01% 232
2025
Q2 		$42.4K Hold
750
– – 0.02% 220
2025
Q1 		$45.7K Hold
750
– – 0.02% 208
2024
Q4 		$43.7K Buy
+750
New +$46.3K 0.03% 203

Other funds holding IYH

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Flagship Wealth Advisors's IYH Position: Q3 2026 in Review

Flagship Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q3 2026 at 750 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #263.

Flagship Wealth Advisors first reported a position in IYH in Q4 2024 and has held it in 8 quarters since. 370 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Flagship Wealth Advisors held 750 shares of iShares US Healthcare ETF worth $53.7K as of Q3 2026.
  • Flagship Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q3 2026.
  • iShares US Healthcare ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q3 2026, its #263 holding.
  • Flagship Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 8 quarters since.
  • 370 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.