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

Forvis Mazars 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 Q1	$339K	Hold	5,500	–	–	0.01%	335
2025 Q4	$358K	Hold	5,500	–	–	0.01%	326
2025 Q3	$323K	Hold	5,500	–	–	0.01%	345
2025 Q2	$311K	Sell	5,500 -125	-2%	-$7.05K	0.01%	348
2025 Q1	$343K	Hold	5,625	–	–	0.01%	335
2024 Q4	$328K	Hold	5,625	–	–	0.01%	365
2024 Q3	$366K	Hold	5,625	–	–	0.01%	354
2024 Q2	$345K	Hold	5,625	–	–	0.01%	335
2024 Q1	$348K	Hold	5,625	–	–	0.01%	331
2023 Q4	$322K	Hold	5,625	–	–	0.01%	330
2023 Q3	$304K	Hold	5,625	–	–	0.01%	330
2023 Q2	$315K	Hold	5,625	–	–	0.01%	353
2023 Q1	$307K	Hold	5,625	–	–	0.01%	329
2022 Q4	$319K	Hold	5,625	–	–	0.01%	315
2022 Q3	$285K	Hold	5,625	–	–	0.01%	324
2022 Q2	$303K	Hold	5,625	–	–	0.01%	319
2022 Q1	$325K	Hold	5,625	–	–	0.01%	232
2021 Q4	$338K	Hold	5,625	–	–	0.01%	215
2021 Q3	$310K	Buy	5,625 +125	+2%	+$7.15K	0.01%	218
2021 Q2	$300K	Hold	5,500	–	–	0.01%	220
2021 Q1	$278K	Hold	5,500	–	–	0.01%	233
2020 Q4	$271K	Hold	5,500	–	–	0.01%	303
2020 Q3	$250K	Hold	5,500	–	–	0.01%	275
2020 Q2	$237K	Hold	5,500	–	–	0.02%	276
2020 Q1	$207K	Hold	5,500	–	–	0.02%	268
2019 Q4	$237K	Hold	5,500	–	–	0.02%	262
2019 Q3	$208K	Hold	5,500	–	–	0.02%	249
2019 Q2	$215K	Hold	5,500	–	–	0.02%	244
2019 Q1	$213K	Sell	5,500 -2,635	-32%	-$100K	0.02%	242
2018 Q4	$294K	Hold	8,135	–	–	0.03%	180
2018 Q3	$330K	Hold	8,135	–	–	0.03%	185
2018 Q2	$290K	Buy	+8,135	New	+$287K	0.03%	199

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

Forvis Mazars Wealth Advisors's IYH Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 5,500 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #335.

Forvis Mazars Wealth Advisors first reported a position in IYH in Q2 2018 and has held it in 32 quarters since. The position peaked at $366K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Forvis Mazars Wealth Advisors held 5,500 shares of iShares US Healthcare ETF worth $339K as of Q1 2026.
Forvis Mazars Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #335 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares US Healthcare ETF in Q2 2018 and has held it in 32 quarters since.
Forvis Mazars Wealth Advisors's iShares US Healthcare ETF position peaked at $366K in Q3 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.