Rollins Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Rollins Financial 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	$400K	Sell	6,484 -1,030	-14%	-$66.5K	0.06%	119
2025 Q4	$489K	Buy	7,514 +2,049	+37%	+$129K	0.07%	97
2025 Q3	$321K	Sell	5,465 -2,962	-35%	-$169K	0.05%	114
2025 Q2	$476K	Sell	8,427 -87	-1%	-$4.91K	0.08%	84
2025 Q1	$518K	Sell	8,514 -6,104	-42%	-$373K	0.09%	79
2024 Q4	$852K	Sell	14,618 -131	-0.9%	-$8.09K	0.13%	61
2024 Q3	$959K	Sell	14,749 -1,991	-12%	-$127K	0.16%	57
2024 Q2	$1.03M	Sell	16,740 -2,884	-15%	-$174K	0.18%	54
2024 Q1	$1.21M	Sell	19,624 -1,141	-5%	-$68.6K	0.23%	47
2023 Q4	$1.19M	Buy	+20,765	New	+$1.13M	0.25%	43

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

Rollins Financial Advisors's IYH Position: Q1 2026 in Review

Rollins Financial Advisors reduced its iShares US Healthcare ETF (IYH) stake by 14% in Q1 2026, selling an estimated $66.5K and leaving 6,484 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #119.

Rollins Financial Advisors first reported a position in IYH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Rollins Financial Advisors held 6,484 shares of iShares US Healthcare ETF worth $400K as of Q1 2026.
Rollins Financial Advisors sold 1,030 iShares US Healthcare ETF shares in Q1 2026, an estimated $66.5K.
iShares US Healthcare ETF made up 0.06% of Rollins Financial Advisors's portfolio in Q1 2026, its #119 holding.
Rollins Financial Advisors first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's iShares US Healthcare ETF position peaked at $1.21M in Q1 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.