Moneta Group Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Moneta Group Investment 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	$833K	Sell	13,515 -73	-0.5%	-$4.72K	0.01%	391
2025 Q4	$885K	Sell	13,588 -67	-0.5%	-$4.23K	0.01%	380
2025 Q3	$802K	Buy	13,655 +1,072	+9%	+$61.1K	0.01%	396
2025 Q2	$711K	Sell	12,583 -1,284	-9%	-$72.4K	0.01%	365
2025 Q1	$844K	Buy	13,867 +1	+0%	+$61	0.01%	313
2024 Q4	$808K	Buy	13,866 +2	+0%	+$124	0.01%	308
2024 Q3	$901K	Sell	13,864 -223	-2%	-$14.2K	0.01%	292
2024 Q2	$863K	Buy	14,087 +226	+2%	+$13.6K	0.01%	288
2024 Q1	$858K	Buy	13,861 +4,101	+42%	+$247K	0.01%	286
2023 Q4	$559K	Buy	+9,760	New	+$531K	0.01%	323
2018 Q2	–	Sell	-175	Closed	-$6K	–	519
2018 Q1	$6K	Buy	+175	New	+$6.3K	﹤0.01%	503

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

Moneta Group Investment Advisors's IYH Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares US Healthcare ETF (IYH) stake by 0.54% in Q1 2026, selling an estimated $4.72K and leaving 13,515 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #391.

Moneta Group Investment Advisors first reported a position in IYH in Q1 2018 and has held it in 11 quarters since. The position peaked at $901K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Moneta Group Investment Advisors held 13,515 shares of iShares US Healthcare ETF worth $833K as of Q1 2026.
Moneta Group Investment Advisors sold 73 iShares US Healthcare ETF shares in Q1 2026, an estimated $4.72K.
iShares US Healthcare ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #391 holding.
Moneta Group Investment Advisors first reported a position in iShares US Healthcare ETF in Q1 2018 and has held it in 11 quarters since.
Moneta Group Investment Advisors's iShares US Healthcare ETF position peaked at $901K in Q3 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.