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 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

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

NWF Advisory Services's IYH Position: Q1 2026 in Review

NWF Advisory Services increased its iShares US Healthcare ETF (IYH) stake by 9.2% in Q1 2026, buying an estimated $177K and bringing the position to 32,560 shares worth $2.01M. The position accounts for 0.23% of the portfolio, ranked #81.

NWF Advisory Services first reported a position in IYH in Q1 2023 and has held it in 13 quarters since. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

NWF Advisory Services held 32,560 shares of iShares US Healthcare ETF worth $2.01M as of Q1 2026.
NWF Advisory Services bought 2,745 iShares US Healthcare ETF shares in Q1 2026, an estimated $177K.
iShares US Healthcare ETF made up 0.23% of NWF Advisory Services's portfolio in Q1 2026, its #81 holding.
NWF Advisory Services first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 13 quarters since.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.