My Personal CFO LLC’s iShares US Healthcare ETF IYH Stock Holding History

My Personal CFO LLC’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	$1.07M	Sell	16,000 -2,000	-11%	-$125K	0.42%	42
2026 Q1	$1.11M	Sell	18,000 -6,750	-27%	-$436K	0.49%	40
2025 Q4	$1.61M	Buy	+24,750	New	+$1.56M	0.67%	36
2025 Q3	–	Sell	-24,750	Closed	-$1.4M	–	131
2025 Q2	$1.4M	Hold	24,750	–	–	0.64%	37
2025 Q1	$1.51M	Hold	24,750	–	–	0.76%	33
2024 Q4	$1.44M	Hold	24,750	–	–	0.74%	35
2024 Q3	$1.61M	Hold	24,750	–	–	0.88%	32
2024 Q2	$1.52M	Hold	24,750	–	–	0.81%	32
2024 Q1	$1.53M	Hold	24,750	–	–	0.88%	32
2023 Q4	$1.42M	Hold	24,750	–	–	0.92%	29
2023 Q3	$1.34M	Hold	24,750	–	–	1.08%	26
2023 Q2	$1.39M	Hold	24,750	–	–	1.09%	26
2023 Q1	$1.35M	Buy	24,750 +24,730	+123,650%	+$1.36M	1.15%	25
2022 Q4	$1.4M	Buy	+20	New	+$1.1K	1.3%	17
2022 Q3	–	Sell	-24,750	Closed	-$1.33M	–	63
2022 Q2	$1.33M	Hold	24,750	–	–	1.71%	16
2022 Q1	$1.43M	Hold	24,750	–	–	1.48%	18
2021 Q4	$1.49M	Buy	+24,750	New	+$1.41M	1.3%	18

Other funds holding IYH

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

My Personal CFO LLC's IYH Position: Q2 2026 in Review

My Personal CFO LLC reduced its iShares US Healthcare ETF (IYH) stake by 11% in Q2 2026, selling an estimated $125K and leaving 16,000 shares worth $1.07M. The position accounts for 0.42% of the portfolio, ranked #42.

My Personal CFO LLC first reported a position in IYH in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.61M in Q4 2025. 234 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

My Personal CFO LLC held 16,000 shares of iShares US Healthcare ETF worth $1.07M as of Q2 2026.
My Personal CFO LLC sold 2,000 iShares US Healthcare ETF shares in Q2 2026, an estimated $125K.
iShares US Healthcare ETF made up 0.42% of My Personal CFO LLC's portfolio in Q2 2026, its #42 holding.
My Personal CFO LLC first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 17 quarters since.
My Personal CFO LLC's iShares US Healthcare ETF position peaked at $1.61M in Q4 2025.
234 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.