V2 Financial group’s iShares US Healthcare ETF IYH Stock Holding History

V2 Financial 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	$801K	Hold	13,000	–	–	0.37%	46
2025 Q4	$846K	Hold	13,000	–	–	0.42%	40
2025 Q3	$763K	Hold	13,000	–	–	0.42%	36
2025 Q2	$734K	Hold	13,000	–	–	0.44%	37
2025 Q1	$792K	Hold	13,000	–	–	0.51%	33
2024 Q4	$758K	Hold	13,000	–	–	0.46%	38
2024 Q3	$845K	Hold	13,000	–	–	0.55%	28
2024 Q2	$819K	Hold	13,000	–	–	0.55%	29
2024 Q1	$805K	Sell	13,000 -2,000	-13%	-$120K	0.55%	28
2023 Q4	$859K	Hold	15,000	–	–	0.6%	22
2023 Q3	$810K	Hold	15,000	–	–	0.61%	21
2023 Q2	$841K	Hold	15,000	–	–	0.6%	22
2023 Q1	$819K	Hold	15,000	–	–	0.59%	23
2022 Q4	$851K	Hold	15,000	–	–	0.68%	20
2022 Q3	$759K	Hold	15,000	–	–	0.67%	19
2022 Q2	$807K	Hold	15,000	–	–	0.65%	19
2022 Q1	$866K	Hold	15,000	–	–	0.66%	25
2021 Q4	$901K	Hold	15,000	–	–	0.7%	32
2021 Q3	$828K	Hold	15,000	–	–	0.71%	25
2021 Q2	$819K	Hold	15,000	–	–	0.69%	28
2021 Q1	$757K	Hold	15,000	–	–	0.68%	23
2020 Q4	$738K	Buy	+15,000	New	+$708K	0.75%	20

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

V2 Financial group's IYH Position: Q1 2026 in Review

V2 Financial group held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 13,000 shares worth $801K. The position accounts for 0.37% of the portfolio, ranked #46.

V2 Financial group first reported a position in IYH in Q4 2020 and has held it in 22 quarters since. The position peaked at $901K in Q4 2021. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

V2 Financial group held 13,000 shares of iShares US Healthcare ETF worth $801K as of Q1 2026.
V2 Financial group left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.37% of V2 Financial group's portfolio in Q1 2026, its #46 holding.
V2 Financial group first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 22 quarters since.
V2 Financial group's iShares US Healthcare ETF position peaked at $901K in Q4 2021.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.