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 Q2	$312K	Sell	4,663 -239	-5%	-$15K	0.06%	102
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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Summit Wealth Group's IYH Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares US Healthcare ETF (IYH) stake by 4.9% in Q2 2026, selling an estimated $15K and leaving 4,663 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #102.

Summit Wealth Group first reported a position in IYH in Q2 2025 and has held it in 5 quarters since. The position peaked at $346K in Q4 2025. 531 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Summit Wealth Group held 4,663 shares of iShares US Healthcare ETF worth $312K as of Q2 2026.
Summit Wealth Group sold 239 iShares US Healthcare ETF shares in Q2 2026, an estimated $15K.
iShares US Healthcare ETF made up 0.06% of Summit Wealth Group's portfolio in Q2 2026, its #102 holding.
Summit Wealth Group first reported a position in iShares US Healthcare ETF in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group's iShares US Healthcare ETF position peaked at $346K in Q4 2025.
531 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.