NWF Advisory Services
IYH icon

NWF Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

NWF Advisory Services’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
Q3 		$2.31M Sell
32,299
-138
-0.4% -$9.7K 0.22% 85
2026
Q2 		$2.17M Sell
32,437
-123
-0.4% -$7.7K 0.2% 88
2026
Q1 		$2.01M Buy
32,560
+2,745
+9% +$177K 0.23% 81
2025
Q4 		$1.94M Buy
29,815
+107
+0.4% +$6.75K 0.21% 83
2025
Q3 		$1.74M Sell
29,708
-156
-0.5% -$8.88K 0.19% 92
2025
Q2 		$1.69M Buy
29,864
+1,232
+4% +$69.5K 0.2% 85
2025
Q1 		$1.74M Buy
28,632
+1,479
+5% +$90.4K 0.24% 77
2024
Q4 		$1.58M Buy
27,153
+1,878
+7% +$116K 0.23% 72
2024
Q3 		$1.64M Buy
25,275
+1,568
+7% +$100K 0.24% 75
2024
Q2 		$1.45M Buy
23,707
+617
+3% +$37.1K 0.23% 75
2024
Q1 		$1.43M Buy
23,090
+295
+1% +$17.7K 0.24% 79
2023
Q4 		$1.3M Sell
22,795
-1,050
-4% -$57.2K 0.26% 76
2023
Q3 		$1.29M Sell
23,845
-250
-1% -$14K 0.3% 66
2023
Q2 		$1.35M Hold
24,095
– – 0.31% 64
2023
Q1 		$1.35M Buy
+24,095
New +$1.32M 0.31% 64

Other funds holding IYH

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

NWF Advisory Services's IYH Position: Q3 2026 in Review

NWF Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 0.43% in Q3 2026, selling an estimated $9.7K and leaving 32,299 shares worth $2.31M. The position accounts for 0.22% of the portfolio, ranked #85.

NWF Advisory Services first reported a position in IYH in Q1 2023 and has held it in 15 quarters since. 116 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • NWF Advisory Services held 32,299 shares of iShares US Healthcare ETF worth $2.31M as of Q3 2026.
  • NWF Advisory Services sold 138 iShares US Healthcare ETF shares in Q3 2026, an estimated $9.7K.
  • iShares US Healthcare ETF made up 0.22% of NWF Advisory Services's portfolio in Q3 2026, its #85 holding.
  • NWF Advisory Services first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 15 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.