Shira Ridge Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Shira Ridge Wealth Management’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	-5,834	Closed	-$380K	–	83
2025 Q4	$380K	Sell	5,834 -804	-12%	-$50.7K	0.15%	58
2025 Q3	$390K	Sell	6,638 -3,359	-34%	-$191K	0.17%	56
2025 Q2	$565K	Sell	9,997 -462	-4%	-$26.1K	0.26%	48
2025 Q1	$637K	Sell	10,459 -1,728	-14%	-$106K	0.32%	43
2024 Q4	$710K	Buy	12,187 +220	+2%	+$13.6K	0.35%	41
2024 Q3	$778K	Buy	11,967 +266	+2%	+$17K	0.4%	40
2024 Q2	$717K	Sell	11,701 -398	-3%	-$23.9K	0.4%	40
2024 Q1	$749K	Sell	12,099 -426	-3%	-$25.6K	0.43%	40
2023 Q4	$717K	Buy	12,525 +85	+0.7%	+$4.63K	0.43%	41
2023 Q3	$672K	Sell	12,440 -95	-0.8%	-$5.31K	0.44%	37
2023 Q2	$703K	Sell	12,535 -525	-4%	-$29.2K	0.44%	34
2023 Q1	$713K	Sell	13,060 -495	-4%	-$27.2K	0.47%	34
2022 Q4	$769K	Buy	+13,555	New	+$748K	0.53%	32

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

Shira Ridge Wealth Management's IYH Position: Q1 2026 in Review

Shira Ridge Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 5,834 shares — an estimated $380K sold.

Shira Ridge Wealth Management first reported a position in IYH in Q4 2022 and held it in 13 quarters. The position peaked at $778K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Shira Ridge Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Shira Ridge Wealth Management sold 5,834 iShares US Healthcare ETF shares in Q1 2026, an estimated $380K.
Shira Ridge Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 13 quarters.
Shira Ridge Wealth Management's iShares US Healthcare ETF position peaked at $778K in Q3 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.