H&H Retirement Design & Management’s iShares US Healthcare ETF IYH Stock Holding History

H&H Retirement Design & 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 Q1	$221K	Buy	+3,622	New	+$234K	0.1%	94

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

H&H Retirement Design & Management's IYH Position: Q1 2026 in Review

H&H Retirement Design & Management opened a new position in iShares US Healthcare ETF (IYH) in Q1 2026: 3,622 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #94 among its holdings.

513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

H&H Retirement Design & Management held 3,622 shares of iShares US Healthcare ETF worth $221K as of Q1 2026.
iShares US Healthcare ETF was a new H&H Retirement Design & Management position in Q1 2026.
iShares US Healthcare ETF made up 0.1% of H&H Retirement Design & Management's portfolio in Q1 2026, its #94 holding.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.