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

Summit Financial’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	$346K	Sell	5,609 -266	-5%	-$17.2K	﹤0.01%	1128
2025 Q4	$382K	Buy	5,875 +570	+11%	+$36K	0.01%	977
2025 Q3	$311K	Sell	5,305 -994	-16%	-$56.6K	﹤0.01%	1047
2025 Q2	$356K	Sell	6,299 -875	-12%	-$49.3K	0.01%	646
2025 Q1	$437K	Sell	7,174 -2,333	-25%	-$143K	0.01%	544
2024 Q4	$554K	Sell	9,507 -2,659	-22%	-$164K	0.02%	428
2024 Q3	$791K	Sell	12,166 -995	-8%	-$63.6K	0.03%	299
2024 Q2	$806K	Buy	13,161 +5,595	+74%	+$337K	0.04%	261
2024 Q1	$468K	Buy	+7,566	New	+$455K	0.03%	268

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

Summit Financial's IYH Position: Q1 2026 in Review

Summit Financial reduced its iShares US Healthcare ETF (IYH) stake by 4.5% in Q1 2026, selling an estimated $17.2K and leaving 5,609 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Summit Financial first reported a position in IYH in Q1 2024 and has held it in 9 quarters since. The position peaked at $806K in Q2 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Summit Financial held 5,609 shares of iShares US Healthcare ETF worth $346K as of Q1 2026.
Summit Financial sold 266 iShares US Healthcare ETF shares in Q1 2026, an estimated $17.2K.
iShares US Healthcare ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1128 holding.
Summit Financial first reported a position in iShares US Healthcare ETF in Q1 2024 and has held it in 9 quarters since.
Summit Financial's iShares US Healthcare ETF position peaked at $806K in Q2 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.