Oxford Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Oxford Financial Group’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	$620K	Hold	10,055	–	–	0.03%	139
2025 Q4	$655K	Hold	10,055	–	–	0.04%	125
2025 Q3	$590K	Hold	10,055	–	–	0.03%	129
2025 Q2	$568K	Hold	10,055	–	–	0.03%	122
2025 Q1	$612K	Hold	10,055	–	–	0.04%	112
2024 Q4	$586K	Hold	10,055	–	–	0.04%	126
2024 Q3	$654K	Hold	10,055	–	–	0.04%	112
2024 Q2	$616K	Buy	+10,055	New	+$605K	0.04%	128
2023 Q4	–	Sell	-390	Closed	-$21.1K	–	305
2023 Q3	$21.1K	Hold	390	–	–	﹤0.01%	253
2023 Q2	$21.9K	Hold	390	–	–	﹤0.01%	272
2023 Q1	$21.3K	Buy	+390	New	+$21.4K	﹤0.01%	235

Other funds holding IYH

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

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 $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return