Hazlett, Burt & Watson’s iShares US Healthcare ETF IYH Stock Holding History

Hazlett, Burt & Watson’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	$36K	Hold	585	–	–	0.01%	501
2025 Q4	$38K	Hold	585	–	–	0.01%	492
2025 Q3	$34K	Hold	585	–	–	0.01%	480
2025 Q2	$33K	Hold	585	–	–	0.01%	431
2025 Q1	$36K	Hold	585	–	–	0.02%	403
2024 Q4	$34K	Hold	585	–	–	0.02%	403
2024 Q3	$38K	Hold	585	–	–	0.02%	381
2024 Q2	$36K	Hold	585	–	–	0.02%	377
2024 Q1	$36K	Hold	585	–	–	0.02%	374
2023 Q4	$33K	Hold	585	–	–	0.02%	363
2023 Q3	$32K	Hold	585	–	–	0.02%	358
2023 Q2	$33K	Hold	585	–	–	0.02%	358
2023 Q1	$32K	Hold	585	–	–	0.03%	337
2022 Q4	$33K	Hold	585	–	–	0.03%	323
2022 Q3	$30K	Hold	585	–	–	0.03%	321
2022 Q2	$31K	Hold	585	–	–	0.03%	324
2022 Q1	$34K	Buy	+585	New	+$32.7K	0.03%	330

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

Hazlett, Burt & Watson's IYH Position: Q1 2026 in Review

Hazlett, Burt & Watson held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 585 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #501.

Hazlett, Burt & Watson first reported a position in IYH in Q1 2022 and has held it in 17 quarters since. The position peaked at $38K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Hazlett, Burt & Watson held 585 shares of iShares US Healthcare ETF worth $36K as of Q1 2026.
Hazlett, Burt & Watson left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #501 holding.
Hazlett, Burt & Watson first reported a position in iShares US Healthcare ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's iShares US Healthcare ETF position peaked at $38K in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.