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Summit Wealth Group’s iShares US Healthcare ETF IYH Stock Holding History

Summit Wealth 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 		$302K Sell
4,902
-406
-8% -$26.2K 0.07% 100
2025
Q4 		$346K Sell
5,308
-231
-4% -$14.6K 0.08% 90
2025
Q3 		$325K Sell
5,539
-40
-0.7% -$2.28K 0.08% 87
2025
Q2 		$315K Buy
+5,579
New +$315K 0.08% 83

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Wealth Group's IYH Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares US Healthcare ETF (IYH) stake by 7.6% in Q1 2026, selling an estimated $26.2K and leaving 4,902 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #100.

Summit Wealth Group first reported a position in IYH in Q2 2025 and has held it in 4 quarters since. The position peaked at $346K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Summit Wealth Group held 4,902 shares of iShares US Healthcare ETF worth $302K as of Q1 2026.
  • Summit Wealth Group sold 406 iShares US Healthcare ETF shares in Q1 2026, an estimated $26.2K.
  • iShares US Healthcare ETF made up 0.07% of Summit Wealth Group's portfolio in Q1 2026, its #100 holding.
  • Summit Wealth Group first reported a position in iShares US Healthcare ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group's iShares US Healthcare ETF position peaked at $346K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.