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Summit Financial Consulting’s iShares US Healthcare ETF IYH Stock Holding History

Summit Financial Consulting’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
-109,847
Closed -$7.15M – 46
2025
Q4 		$7.15M Buy
+109,847
New +$6.93M 5.19% 11

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Financial Consulting's IYH Position: Q1 2026 in Review

Summit Financial Consulting sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 109,847 shares — an estimated $7.15M sold.

Summit Financial Consulting first reported a position in IYH in Q4 2025 and held it in 1 quarter. The position peaked at $7.15M in Q4 2025. 515 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Summit Financial Consulting reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Consulting sold 109,847 iShares US Healthcare ETF shares in Q1 2026, an estimated $7.15M.
  • Summit Financial Consulting first reported a position in iShares US Healthcare ETF in Q4 2025 and held it in 1 quarter.
  • Summit Financial Consulting's iShares US Healthcare ETF position peaked at $7.15M in Q4 2025.
  • 515 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.