IAA
IYH icon

Independent Advisor Alliance’s iShares US Healthcare ETF IYH Stock Holding History

Independent Advisor Alliance’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 		$641K Buy
10,399
+6,367
+158% +$411K 0.01% 1019
2025
Q4 		$262K Hold
4,032
– – 0.01% 837
2025
Q3 		$237K Hold
4,032
– – 0.01% 837
2025
Q2 		$228K Hold
4,032
– – 0.01% 797
2025
Q1 		$246K Sell
4,032
-8,987
-69% -$549K 0.01% 714
2024
Q4 		$759K Buy
13,019
+9,316
+252% +$576K 0.01% 810
2024
Q3 		$241K Buy
+3,703
New +$237K 0.01% 617
2020
Q1 		– Sell
-31,300
Closed -$1.35M – 650
2019
Q4 		$1.35M Buy
31,300
+6,905
+28% +$279K 0.06% 307
2019
Q3 		$966K Buy
+24,395
New +$939K 0.12% 162

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B 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 $501B 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 $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return