Pension & Wealth Management Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Pension & Wealth Management 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 Q2	$90.5K	Hold	1,350	–	–	0.02%	263
2026 Q1	$83.2K	Hold	1,350	–	–	0.02%	248
2025 Q4	$87.9K	Sell	1,350 -516	-28%	-$32.6K	0.03%	245
2025 Q3	$110K	Hold	1,866	–	–	0.03%	204
2025 Q2	$105K	Hold	1,866	–	–	0.04%	197
2025 Q1	$114K	Buy	1,866 +1,350	+262%	+$82.5K	0.04%	185
2024 Q4	$30.1K	Buy	+516	New	+$31.9K	0.01%	306

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pension & Wealth Management Advisors's IYH Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 1,350 shares worth $90.5K. The position accounts for 0.02% of the portfolio, ranked #263.

Pension & Wealth Management Advisors first reported a position in IYH in Q4 2024 and has held it in 7 quarters since. The position peaked at $114K in Q1 2025. 502 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Pension & Wealth Management Advisors held 1,350 shares of iShares US Healthcare ETF worth $90.5K as of Q2 2026.
Pension & Wealth Management Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #263 holding.
Pension & Wealth Management Advisors first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
Pension & Wealth Management Advisors's iShares US Healthcare ETF position peaked at $114K in Q1 2025.
502 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.