Retirement Planning Group (Kansas)’s iShares US Healthcare ETF IYH Stock Holding History

Retirement Planning Group (Kansas)’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	$462K	Sell	7,489 -703	-9%	-$45.4K	0.01%	313
2025 Q4	$533K	Buy	8,192 +253	+3%	+$16K	0.02%	262
2025 Q3	$466K	Buy	7,939 +969	+14%	+$55.2K	0.02%	274
2025 Q2	$394K	Buy	6,970 +2,997	+75%	+$169K	0.02%	230
2025 Q1	$242K	Buy	+3,973	New	+$243K	0.01%	269

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 $1.16B AUM 28.78% 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

Retirement Planning Group (Kansas)'s IYH Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares US Healthcare ETF (IYH) stake by 8.6% in Q1 2026, selling an estimated $45.4K and leaving 7,489 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #313.

Retirement Planning Group (Kansas) first reported a position in IYH in Q1 2025 and has held it in 5 quarters since. The position peaked at $533K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Retirement Planning Group (Kansas) held 7,489 shares of iShares US Healthcare ETF worth $462K as of Q1 2026.
Retirement Planning Group (Kansas) sold 703 iShares US Healthcare ETF shares in Q1 2026, an estimated $45.4K.
iShares US Healthcare ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #313 holding.
Retirement Planning Group (Kansas) first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 5 quarters since.
Retirement Planning Group (Kansas)'s iShares US Healthcare ETF position peaked at $533K in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.