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Outlook Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Outlook Wealth 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 		– Sell
-3,251
Closed -$212K – 318
2025
Q4 		$212K Buy
+3,251
New +$205K 0.05% 290
2024
Q4 		– Sell
-3,101
Closed -$202K – 264
2024
Q3 		$202K Buy
+3,101
New +$198K 0.06% 251
2024
Q1 		– Sell
-3,525
Closed -$202K – 269
2023
Q4 		$202K Buy
+3,525
New +$192K 0.07% 241
2023
Q3 		– Sell
-3,590
Closed -$201K – 207
2023
Q2 		$201K Buy
+3,590
New +$199K 0.08% 192
2023
Q1 		– Sell
-3,935
Closed -$223K – 187
2022
Q4 		$223K Buy
+3,935
New +$217K 0.11% 160
2022
Q3 		– Sell
-3,965
Closed -$213K – 194
2022
Q2 		$213K Hold
3,965
– – 0.09% 180
2022
Q1 		$229K Sell
3,965
-200
-5% -$11.2K 0.08% 185
2021
Q4 		$250K Buy
4,165
+5
+0.1% +$286 0.07% 181
2021
Q3 		$229K Buy
+4,160
New +$238K 0.07% 196
2021
Q1 		– Sell
-4,970
Closed -$244K – 194
2020
Q4 		$244K Sell
4,970
-138,515
-97% -$6.54M 0.09% 170
2020
Q3 		$6.52M Buy
143,485
+7,690
+6% +$348K 2.59% 10
2020
Q2 		$5.86M Buy
+135,795
New +$5.73M 2.48% 9
2019
Q3 		– Sell
-31,730
Closed -$1.24M – 165
2019
Q2 		$1.24M Buy
31,730
+10,455
+49% +$396K 0.82% 31
2019
Q1 		$824K Buy
21,275
+15,115
+245% +$574K 0.68% 38
2018
Q4 		$2.23M Buy
+6,160
New +$236K 1.02% 19

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Outlook Wealth Advisors's IYH Position: Q1 2026 in Review

Outlook Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 3,251 shares — an estimated $212K sold.

Outlook Wealth Advisors first reported a position in IYH in Q4 2018 and held it in 15 quarters. The position peaked at $6.52M in Q3 2020. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Outlook Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,251 iShares US Healthcare ETF shares in Q1 2026, an estimated $212K.
  • Outlook Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 15 quarters.
  • Outlook Wealth Advisors's iShares US Healthcare ETF position peaked at $6.52M in Q3 2020.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.