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 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 $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

Medallion Wealth Advisors's IYH Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares US Healthcare ETF (IYH) stake by 2.1% in Q1 2026, selling an estimated $6.46K and leaving 4,691 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #191.

Medallion Wealth Advisors first reported a position in IYH in Q4 2024 and has held it in 6 quarters since. The position peaked at $501K in Q1 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Medallion Wealth Advisors held 4,691 shares of iShares US Healthcare ETF worth $289K as of Q1 2026.
Medallion Wealth Advisors sold 100 iShares US Healthcare ETF shares in Q1 2026, an estimated $6.46K.
iShares US Healthcare ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #191 holding.
Medallion Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares US Healthcare ETF position peaked at $501K in Q1 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.