SageView Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

SageView Advisory 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	–	Sell	-255	Closed	-$16.6K	–	1515
2025 Q4	$16.6K	Buy	+255	New	+$16.1K	﹤0.01%	1529
2024 Q2	–	Sell	-5,907	Closed	-$634K	–	627
2024 Q1	$634K	Buy	5,907 +502	+9%	+$30.2K	0.03%	275
2023 Q4	$318K	Buy	5,405 +225	+4%	+$12.2K	0.01%	493
2023 Q3	$280K	Sell	5,180 -1,935	-27%	-$108K	0.02%	436
2023 Q2	$399K	Buy	+7,115	New	+$395K	0.02%	391

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $672B AUM 33.48% 1-Year Est. Return

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

SageView Advisory Group's IYH Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 255 shares — an estimated $16.6K sold.

SageView Advisory Group first reported a position in IYH in Q2 2023 and held it in 5 quarters. The position peaked at $634K in Q1 2024. 515 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

SageView Advisory Group reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 255 iShares US Healthcare ETF shares in Q1 2026, an estimated $16.6K.
SageView Advisory Group first reported a position in iShares US Healthcare ETF in Q2 2023 and held it in 5 quarters.
SageView Advisory Group's iShares US Healthcare ETF position peaked at $634K in Q1 2024.
515 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.