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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares US Healthcare ETF IYH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$90.5K Hold
1,350
– – 0.02% 263
2026
Q1 		$83.2K Hold
1,350
– – 0.02% 248
2025
Q4 		$87.9K Sell
1,350
-516
-28% -$32.6K 0.03% 245
2025
Q3 		$110K Hold
1,866
– – 0.03% 204
2025
Q2 		$105K Hold
1,866
– – 0.04% 197
2025
Q1 		$114K Buy
1,866
+1,350
+262% +$82.5K 0.04% 185
2024
Q4 		$30.1K Buy
+516
New +$31.9K 0.01% 306

Other funds holding IYH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IYH Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 1,350 shares worth $90.5K. The position accounts for 0.02% of the portfolio, ranked #263.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IYH in Q4 2024 and has held it in 7 quarters since. The position peaked at $114K in Q1 2025. 337 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,350 shares of iShares US Healthcare ETF worth $90.5K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #263 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares US Healthcare ETF position peaked at $114K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.