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

Meridian 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 Q1	$356K	Buy	5,782 +4	+0.1%	+$258	0.01%	606
2025 Q4	$376K	Buy	5,778 +789	+16%	+$49.8K	0.01%	564
2025 Q3	$293K	Sell	4,989 -486	-9%	-$27.7K	0.01%	584
2025 Q2	$309K	Buy	5,475 +4	+0.1%	+$226	0.01%	554
2025 Q1	$333K	Buy	+5,471	New	+$334K	0.02%	501

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 $1.1B AUM 30.57% 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

Meridian Wealth Management's IYH Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares US Healthcare ETF (IYH) stake by 0.07% in Q1 2026, buying an estimated $258 and bringing the position to 5,782 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #606.

Meridian Wealth Management first reported a position in IYH in Q1 2025 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Meridian Wealth Management held 5,782 shares of iShares US Healthcare ETF worth $356K as of Q1 2026.
Meridian Wealth Management bought 4 iShares US Healthcare ETF shares in Q1 2026, an estimated $258.
iShares US Healthcare ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #606 holding.
Meridian Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 5 quarters since.
Meridian Wealth Management's iShares US Healthcare ETF position peaked at $376K in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.