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

Medallion 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 Q2	$305K	Sell	4,548 -143	-3%	-$8.95K	0.1%	186
2026 Q1	$289K	Sell	4,691 -100	-2%	-$6.46K	0.09%	191
2025 Q4	$312K	Sell	4,791 -292	-6%	-$18.4K	0.1%	181
2025 Q3	$298K	Sell	5,083 -2,055	-29%	-$117K	0.11%	183
2025 Q2	$407K	Sell	7,138 -1,210	-14%	-$68.2K	0.16%	136
2025 Q1	$501K	Buy	8,348 +1,719	+26%	+$105K	0.23%	104
2024 Q4	$391K	Buy	+6,629	New	+$410K	0.19%	112

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

Medallion Wealth Advisors's IYH Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares US Healthcare ETF (IYH) stake by 3% in Q2 2026, selling an estimated $8.95K and leaving 4,548 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #186.

Medallion Wealth Advisors first reported a position in IYH in Q4 2024 and has held it in 7 quarters since. The position peaked at $501K in Q1 2025. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Medallion Wealth Advisors held 4,548 shares of iShares US Healthcare ETF worth $305K as of Q2 2026.
Medallion Wealth Advisors sold 143 iShares US Healthcare ETF shares in Q2 2026, an estimated $8.95K.
iShares US Healthcare ETF made up 0.1% of Medallion Wealth Advisors's portfolio in Q2 2026, its #186 holding.
Medallion Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares US Healthcare ETF position peaked at $501K in Q1 2025.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.