Focus Partners Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Focus Partners Wealth’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 Q1	$1.06M	Sell	17,166 -3,055	-15%	-$197K	﹤0.01%	1593
2025 Q4	$1.32M	Buy	20,221 +5,046	+33%	+$318K	﹤0.01%	1514
2025 Q3	$891K	Buy	15,175 +1,874	+14%	+$107K	﹤0.01%	1333
2025 Q2	$751K	Buy	13,301 +4,491	+51%	+$253K	﹤0.01%	1261
2025 Q1	$536K	Buy	8,810 +227	+3%	+$13.9K	﹤0.01%	1317
2024 Q4	$500K	Buy	8,583 +2,104	+32%	+$130K	﹤0.01%	1324
2024 Q3	$421K	Buy	+6,479	New	+$414K	﹤0.01%	1204

Other funds holding IYH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth's IYH Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares US Healthcare ETF (IYH) stake by 15% in Q1 2026, selling an estimated $197K and leaving 17,166 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Focus Partners Wealth first reported a position in IYH in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Focus Partners Wealth held 17,166 shares of iShares US Healthcare ETF worth $1.06M as of Q1 2026.
Focus Partners Wealth sold 3,055 iShares US Healthcare ETF shares in Q1 2026, an estimated $197K.
iShares US Healthcare ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1593 holding.
Focus Partners Wealth first reported a position in iShares US Healthcare ETF in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's iShares US Healthcare ETF position peaked at $1.32M in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.