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TSG Advice Partners’s iShares US Healthcare ETF IYH Stock Holding History

TSG Advice Partners’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 		$401K Sell
6,498
-244
-4% -$15.8K 0.06% 93
2025
Q4 		$439K Buy
+6,742
New +$425K 0.07% 70

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

TSG Advice Partners's IYH Position: Q1 2026 in Review

TSG Advice Partners reduced its iShares US Healthcare ETF (IYH) stake by 3.6% in Q1 2026, selling an estimated $15.8K and leaving 6,498 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #93.

TSG Advice Partners first reported a position in IYH in Q4 2025 and has held it in 2 quarters since. The position peaked at $439K in Q4 2025. 515 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • TSG Advice Partners held 6,498 shares of iShares US Healthcare ETF worth $401K as of Q1 2026.
  • TSG Advice Partners sold 244 iShares US Healthcare ETF shares in Q1 2026, an estimated $15.8K.
  • iShares US Healthcare ETF made up 0.06% of TSG Advice Partners's portfolio in Q1 2026, its #93 holding.
  • TSG Advice Partners first reported a position in iShares US Healthcare ETF in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's iShares US Healthcare ETF position peaked at $439K in Q4 2025.
  • 515 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.