Heritage Oak Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Heritage Oak 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	–	Sell	-5,181	Closed	-$337K	–	85
2025 Q4	$337K	Buy	+5,181	New	+$327K	0.12%	58

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

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Oak Wealth Advisors's IYH Position: Q1 2026 in Review

Heritage Oak Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 5,181 shares — an estimated $337K sold.

Heritage Oak Wealth Advisors first reported a position in IYH in Q4 2025 and held it in 1 quarter. The position peaked at $337K in Q4 2025. 515 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Heritage Oak Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 5,181 iShares US Healthcare ETF shares in Q1 2026, an estimated $337K.
Heritage Oak Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2025 and held it in 1 quarter.
Heritage Oak Wealth Advisors's iShares US Healthcare ETF position peaked at $337K in Q4 2025.
515 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.