Smith Salley Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Smith Salley 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 Q2	$235K	Hold	3,510	–	–	0.01%	258
2026 Q1	$216K	Hold	3,510	–	–	0.01%	260
2025 Q4	$229K	Hold	3,510	–	–	0.01%	249
2025 Q3	$206K	Buy	+3,510	New	+$200K	0.01%	259
2025 Q2	–	Sell	-3,510	Closed	-$214K	–	261
2025 Q1	$214K	Hold	3,510	–	–	0.01%	231
2024 Q4	$205K	Hold	3,510	–	–	0.01%	242
2024 Q3	$228K	Hold	3,510	–	–	0.01%	228
2024 Q2	$215K	Hold	3,510	–	–	0.02%	221
2024 Q1	$217K	Hold	3,510	–	–	0.02%	217
2023 Q4	$201K	Buy	+3,510	New	+$191K	0.01%	240

Other funds holding IYH

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Smith Salley Wealth Management's IYH Position: Q2 2026 in Review

Smith Salley Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 3,510 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #258.

Smith Salley Wealth Management first reported a position in IYH in Q4 2023 and has held it in 10 quarters since. 175 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Smith Salley Wealth Management held 3,510 shares of iShares US Healthcare ETF worth $235K as of Q2 2026.
Smith Salley Wealth Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #258 holding.
Smith Salley Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 10 quarters since.
175 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.