Golden State Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Golden State Wealth Management’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	$3.25K	Hold	48	–	–	﹤0.01%	1325
2026 Q1	$2.98K	Sell	48 -80	-63%	-$5.17K	﹤0.01%	1295
2025 Q4	$8.35K	Hold	128	–	–	﹤0.01%	1155
2025 Q3	$7.52K	Hold	128	–	–	﹤0.01%	1166
2025 Q2	$7.23K	Hold	128	–	–	﹤0.01%	1154
2025 Q1	$7.79K	Hold	128	–	–	﹤0.01%	1065
2024 Q4	$7.46K	Buy	+128	New	+$7.91K	﹤0.01%	1024
2020 Q2	–	Sell	-950	Closed	-$36K	–	565
2020 Q1	$36K	Buy	+950	New	+$39.1K	0.02%	408
2019 Q4	–	Sell	-950	Closed	-$36K	–	514
2019 Q3	$36K	Sell	950 -50	-5%	-$1.92K	0.01%	499
2019 Q2	$39K	Sell	1,000 -80	-7%	-$3.03K	0.01%	503
2019 Q1	$42K	Buy	+1,080	New	+$41K	0.01%	489

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Golden State Wealth Management's IYH Position: Q2 2026 in Review

Golden State Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 48 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Golden State Wealth Management first reported a position in IYH in Q1 2019 and has held it in 11 quarters since. The position peaked at $42K in Q1 2019. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Golden State Wealth Management held 48 shares of iShares US Healthcare ETF worth $3.25K as of Q2 2026.
Golden State Wealth Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1325 holding.
Golden State Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's iShares US Healthcare ETF position peaked at $42K in Q1 2019.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.