RWA Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

RWA Wealth Partners’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	$301K	Sell	4,877 -3,192	-40%	-$206K	﹤0.01%	538
2025 Q4	$525K	Buy	8,069 +3,192	+65%	+$201K	0.01%	437
2025 Q3	$286K	Hold	4,877	–	–	﹤0.01%	531
2025 Q2	$275K	Sell	4,877 -268	-5%	-$15.1K	﹤0.01%	527
2025 Q1	$313K	Sell	5,145 -3,714	-42%	-$227K	﹤0.01%	471
2024 Q4	$516K	Buy	8,859 +19	+0.2%	+$1.17K	0.01%	414
2024 Q3	$575K	Sell	8,840 -199	-2%	-$12.7K	0.01%	392
2024 Q2	$554K	Sell	9,039 -1,500	-14%	-$90.2K	0.01%	381
2024 Q1	$652K	Buy	10,539 +4	+0%	+$241	0.01%	362
2023 Q4	$603K	Buy	10,535 +4,830	+85%	+$263K	0.01%	361
2023 Q3	$308K	Sell	5,705 -150	-3%	-$8.38K	0.01%	321
2023 Q2	$328K	Buy	+5,855	New	+$325K	0.01%	266

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

RWA Wealth Partners's IYH Position: Q1 2026 in Review

RWA Wealth Partners reduced its iShares US Healthcare ETF (IYH) stake by 40% in Q1 2026, selling an estimated $206K and leaving 4,877 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

RWA Wealth Partners first reported a position in IYH in Q2 2023 and has held it in 12 quarters since. The position peaked at $652K in Q1 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

RWA Wealth Partners held 4,877 shares of iShares US Healthcare ETF worth $301K as of Q1 2026.
RWA Wealth Partners sold 3,192 iShares US Healthcare ETF shares in Q1 2026, an estimated $206K.
iShares US Healthcare ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #538 holding.
RWA Wealth Partners first reported a position in iShares US Healthcare ETF in Q2 2023 and has held it in 12 quarters since.
RWA Wealth Partners's iShares US Healthcare ETF position peaked at $652K in Q1 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.