GM Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

GM Advisory Group’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	$243K	Buy	3,942 +569	+17%	+$36.8K	0.01%	327
2025 Q4	$220K	Buy	+3,373	New	+$213K	0.01%	321
2025 Q2	–	Sell	-3,371	Closed	-$205K	–	295
2025 Q1	$205K	Buy	+3,371	New	+$206K	0.01%	256
2024 Q4	–	Sell	-3,369	Closed	-$219K	–	262
2024 Q3	$219K	Buy	3,369 +1	+0%	+$64	0.01%	231
2024 Q2	$206K	Hold	3,368	–	–	0.01%	226
2024 Q1	$208K	Buy	+3,368	New	+$203K	0.01%	212

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

GM Advisory Group's IYH Position: Q1 2026 in Review

GM Advisory Group increased its iShares US Healthcare ETF (IYH) stake by 17% in Q1 2026, buying an estimated $36.8K and bringing the position to 3,942 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #327.

GM Advisory Group first reported a position in IYH in Q1 2024 and has held it in 6 quarters since. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

GM Advisory Group held 3,942 shares of iShares US Healthcare ETF worth $243K as of Q1 2026.
GM Advisory Group bought 569 iShares US Healthcare ETF shares in Q1 2026, an estimated $36.8K.
iShares US Healthcare ETF made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #327 holding.
GM Advisory Group first reported a position in iShares US Healthcare ETF in Q1 2024 and has held it in 6 quarters since.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.