High Point Wealth Management
IYH icon

High Point Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

High Point 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
Q3 		$962K Buy
13,447
+33
+0.2% +$2.32K 0.76% 35
2026
Q2 		$899K Sell
13,414
-394
-3% -$24.6K 0.74% 35
2026
Q1 		$851K Buy
13,808
+40
+0.3% +$2.58K 0.82% 32
2025
Q4 		$896K Buy
+13,768
New +$869K 0.84% 32

Other funds holding IYH

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Three Seasons Wealth
Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

High Point Wealth Management's IYH Position: Q3 2026 in Review

High Point Wealth Management increased its iShares US Healthcare ETF (IYH) stake by 0.25% in Q3 2026, buying an estimated $2.32K and bringing the position to 13,447 shares worth $962K. The position accounts for 0.76% of the portfolio, ranked #35.

High Point Wealth Management first reported a position in IYH in Q4 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • High Point Wealth Management held 13,447 shares of iShares US Healthcare ETF worth $962K as of Q3 2026.
  • High Point Wealth Management bought 33 iShares US Healthcare ETF shares in Q3 2026, an estimated $2.32K.
  • iShares US Healthcare ETF made up 0.76% of High Point Wealth Management's portfolio in Q3 2026, its #35 holding.
  • High Point Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.