Larson Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Larson Financial Group’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	$346K	Buy	5,614 +4,020	+252%	+$260K	0.01%	581
2025 Q4	$104K	Buy	1,594 +1	+0.1%	+$63	﹤0.01%	921
2025 Q3	$93.6K	Hold	1,593	–	–	﹤0.01%	931
2025 Q2	$90K	Buy	1,593 +250	+19%	+$14.1K	﹤0.01%	882
2025 Q1	$81.8K	Buy	1,343 +750	+126%	+$45.8K	﹤0.01%	852
2024 Q4	$34.6K	Hold	593	–	–	﹤0.01%	1020
2024 Q3	$38.5K	Hold	593	–	–	﹤0.01%	985
2024 Q2	$36.3K	Buy	593 +550	+1,279%	+$33.1K	﹤0.01%	885
2024 Q1	$2.64K	Sell	43 -2	-4%	-$120	﹤0.01%	1316
2023 Q4	$2.46K	Hold	45	–	–	﹤0.01%	1336
2023 Q3	$2.3K	Hold	45	–	–	﹤0.01%	1334
2023 Q2	$2.39K	Hold	45	–	–	﹤0.01%	1242
2023 Q1	$2.32K	Buy	45 +5	+13%	+$274	﹤0.01%	1224
2022 Q4	$2.41K	Hold	40	–	–	﹤0.01%	1162
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	1122
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	1039
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	922
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	899
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	785
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	729
2021 Q1	$2K	Buy	+40	New	+$2.01K	﹤0.01%	713

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 $1.16B AUM 28.78% 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

Larson Financial Group's IYH Position: Q1 2026 in Review

Larson Financial Group increased its iShares US Healthcare ETF (IYH) stake by 252% in Q1 2026, buying an estimated $260K and bringing the position to 5,614 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #581.

Larson Financial Group first reported a position in IYH in Q1 2021 and has held it in 21 quarters since. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Larson Financial Group held 5,614 shares of iShares US Healthcare ETF worth $346K as of Q1 2026.
Larson Financial Group bought 4,020 iShares US Healthcare ETF shares in Q1 2026, an estimated $260K.
iShares US Healthcare ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #581 holding.
Larson Financial Group first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 21 quarters since.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.