NFP Retirement Inc’s iShares US Healthcare ETF IYH Stock Holding History

NFP Retirement Inc’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	$555K	Sell	9,000 -1,190	-12%	-$76.9K	0.03%	183
2025 Q4	$663K	Hold	10,190	–	–	0.04%	169
2025 Q3	$598K	Hold	10,190	–	–	0.04%	176
2025 Q2	$576K	Hold	10,190	–	–	0.04%	180
2025 Q1	$620K	Hold	10,190	–	–	0.05%	156
2024 Q4	$594K	Hold	10,190	–	–	0.05%	168
2024 Q3	$662K	Hold	10,190	–	–	0.05%	158
2024 Q2	$624K	Hold	10,190	–	–	0.05%	164
2024 Q1	$631K	Hold	10,190	–	–	0.05%	157
2023 Q4	$583K	Sell	10,190 -1,625	-14%	-$88.5K	0.1%	135
2023 Q3	$638K	Hold	11,815	–	–	0.12%	124
2023 Q2	$662K	Hold	11,815	–	–	0.12%	125
2023 Q1	$645K	Hold	11,815	–	–	0.13%	133
2022 Q4	$670K	Hold	11,815	–	–	0.15%	120
2022 Q3	$598K	Hold	11,815	–	–	0.15%	120
2022 Q2	$635K	Hold	11,815	–	–	0.16%	110
2022 Q1	$682K	Buy	+11,815	New	+$660K	0.16%	101

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

NFP Retirement Inc's IYH Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares US Healthcare ETF (IYH) stake by 12% in Q1 2026, selling an estimated $76.9K and leaving 9,000 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #183.

NFP Retirement Inc first reported a position in IYH in Q1 2022 and has held it in 17 quarters since. The position peaked at $682K in Q1 2022. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

NFP Retirement Inc held 9,000 shares of iShares US Healthcare ETF worth $555K as of Q1 2026.
NFP Retirement Inc sold 1,190 iShares US Healthcare ETF shares in Q1 2026, an estimated $76.9K.
iShares US Healthcare ETF made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #183 holding.
NFP Retirement Inc first reported a position in iShares US Healthcare ETF in Q1 2022 and has held it in 17 quarters since.
NFP Retirement Inc's iShares US Healthcare ETF position peaked at $682K in Q1 2022.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.