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

Mascoma 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 Q2	–	Sell	-55	Closed	-$3.39K	–	621
2026 Q1	$3.39K	Hold	55	–	–	﹤0.01%	391
2025 Q4	$3.58K	Sell	55 -160	-74%	-$10.1K	﹤0.01%	389
2025 Q3	$12.6K	Buy	215 +160	+291%	+$9.11K	﹤0.01%	304
2025 Q2	$3.11K	Hold	55	–	–	﹤0.01%	417
2025 Q1	$3.35K	Hold	55	–	–	﹤0.01%	434
2024 Q4	$3.21K	Hold	55	–	–	﹤0.01%	444
2024 Q3	$3.58K	Hold	55	–	–	﹤0.01%	410
2024 Q2	$3.37K	Hold	55	–	–	﹤0.01%	441
2024 Q1	$3.4K	Hold	55	–	–	﹤0.01%	412
2023 Q4	$3.15K	Hold	55	–	–	﹤0.01%	428
2023 Q3	$2.97K	Hold	55	–	–	﹤0.01%	442
2023 Q2	$3.12K	Hold	55	–	–	﹤0.01%	428
2023 Q1	$3.09K	Hold	55	–	–	﹤0.01%	527
2022 Q4	$3.12K	Hold	55	–	–	﹤0.01%	541
2022 Q3	$3K	Hold	55	–	–	﹤0.01%	532
2022 Q2	$3K	Hold	55	–	–	﹤0.01%	547
2022 Q1	$3K	Hold	55	–	–	﹤0.01%	539
2021 Q4	$3K	Hold	55	–	–	﹤0.01%	484
2021 Q3	$3K	Buy	+55	New	+$3.15K	﹤0.01%	411
2021 Q2	–	Sell	-55	Closed	-$3K	–	287
2021 Q1	$3K	Buy	+55	New	+$2.77K	﹤0.01%	407
2019 Q3	–	Sell	-260	Closed	-$10K	–	221
2019 Q2	$10K	Sell	260 -100	-28%	-$3.79K	0.01%	269
2019 Q1	$14K	Hold	360	–	–	0.01%	246
2018 Q4	$13K	Hold	360	–	–	0.01%	242
2018 Q3	$15K	Hold	360	–	–	0.01%	259
2018 Q2	$13K	Hold	360	–	–	0.01%	262
2018 Q1	$12K	Hold	360	–	–	0.01%	259
2017 Q4	$13K	Sell	360 -575	-61%	-$20K	0.01%	249
2017 Q3	$32K	Hold	935	–	–	0.02%	179
2017 Q2	$31K	Hold	935	–	–	0.02%	192
2017 Q1	$29K	Hold	935	–	–	0.02%	187
2016 Q4	$27K	Buy	+935	New	+$27.1K	0.02%	188

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Mascoma Wealth Management's IYH Position: Q2 2026 in Review

Mascoma Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 55 shares — an estimated $3.39K sold.

Mascoma Wealth Management first reported a position in IYH in Q4 2016 and held it in 31 quarters. The position peaked at $32K in Q3 2017. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Mascoma Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
Mascoma Wealth Management sold 55 iShares US Healthcare ETF shares in Q2 2026, an estimated $3.39K.
Mascoma Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 31 quarters.
Mascoma Wealth Management's iShares US Healthcare ETF position peaked at $32K in Q3 2017.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.