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

Heritage 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 		$762K Hold
12,368
– – 0.03% 103
2025
Q4 		$805K Buy
12,368
+694
+6% +$43.8K 0.03% 118
2025
Q3 		$685K Hold
11,674
– – 0.03% 109
2025
Q2 		$659K Buy
11,674
+1,374
+13% +$77.5K 0.03% 109
2025
Q1 		$627K Hold
10,300
– – 0.03% 109
2024
Q4 		$600K Hold
10,300
– – 0.03% 123
2024
Q3 		$670K Hold
10,300
– – 0.03% 117
2024
Q2 		$631K Hold
10,300
– – 0.03% 119
2024
Q1 		$638K Sell
10,300
-1,900
-16% -$114K 0.03% 129
2023
Q4 		$698K Buy
12,200
+1,900
+18% +$103K 0.03% 114
2023
Q3 		$556K Hold
10,300
– – 0.03% 126
2023
Q2 		$577K Hold
10,300
– – 0.03% 121
2023
Q1 		$563K Sell
10,300
-2,840
-22% -$156K 0.03% 121
2022
Q4 		$746K Sell
13,140
-11,005
-46% -$607K 0.04% 97
2022
Q3 		$1.22M Hold
24,145
– – 0.09% 66
2022
Q2 		$1.3M Buy
24,145
+5
+0% +$274 0.09% 62
2022
Q1 		$1.39M Buy
24,140
+200
+0.8% +$11.2K 0.08% 64
2021
Q4 		$1.44M Buy
23,940
+615
+3% +$35.1K 0.08% 71
2021
Q3 		$1.29M Buy
23,325
+275
+1% +$15.7K 0.08% 71
2021
Q2 		$1.26M Hold
23,050
– – 0.08% 69
2021
Q1 		$1.16M Buy
23,050
+8,400
+57% +$422K 0.07% 75
2020
Q4 		$721K Hold
14,650
– – 0.05% 109
2020
Q3 		$666K Hold
14,650
– – 0.09% 81
2020
Q2 		$632K Hold
14,650
– – 0.09% 75
2020
Q1 		$550K Buy
+14,650
New +$603K 0.1% 78
2019
Q3 		– Sell
-215
Closed -$8.4K – 451
2019
Q2 		$8.4K Sell
215
-4,000
-95% -$151K ﹤0.01% 404
2019
Q1 		$163K Sell
4,215
-1,450
-26% -$55.1K 0.03% 144
2018
Q4 		$204K Buy
5,665
+1,000
+21% +$38.3K 0.04% 120
2018
Q3 		$189K Buy
+4,665
New +$180K 0.04% 125

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Heritage Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 12,368 shares worth $762K. The position accounts for 0.03% of the portfolio, ranked #103.

Heritage Wealth Advisors first reported a position in IYH in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.44M in Q4 2021. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Heritage Wealth Advisors held 12,368 shares of iShares US Healthcare ETF worth $762K as of Q1 2026.
  • Heritage Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q1 2026.
  • iShares US Healthcare ETF made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #103 holding.
  • Heritage Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2018 and has held it in 29 quarters since.
  • Heritage Wealth Advisors's iShares US Healthcare ETF position peaked at $1.44M in Q4 2021.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.