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Valeo Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Valeo Financial Advisors’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
Q3 		$221K Buy
3,091
+5
+0.2% +$352 ﹤0.01% 743
2026
Q2 		$207K Buy
+3,086
New +$193K ﹤0.01% 751
2026
Q1 		– Sell
-3,076
Closed -$200K – 833
2025
Q4 		$200K Buy
+3,076
New +$194K ﹤0.01% 762
2025
Q2 		– Sell
-3,387
Closed -$206K – 804
2025
Q1 		$206K Buy
+3,387
New +$207K 0.01% 637
2024
Q4 		– Sell
-3,376
Closed -$219K – 769
2024
Q3 		$219K Buy
3,376
+6
+0.2% +$383 0.01% 628
2024
Q2 		$206K Buy
+3,370
New +$203K 0.01% 602
2021
Q2 		– Sell
-2,095
Closed -$106K – 1173
2021
Q1 		$106K Hold
2,095
– – ﹤0.01% 597
2020
Q4 		$103K Hold
2,095
– – 0.01% 561
2020
Q3 		$95K Hold
2,095
– – 0.01% 484
2020
Q2 		$90K Sell
2,095
-115
-5% -$4.85K 0.01% 534
2020
Q1 		$88K Buy
2,210
+840
+61% +$34.5K 0.01% 456
2019
Q4 		$59K Hold
1,370
– – 0.01% 588
2019
Q3 		$52K Hold
1,370
– – 0.01% 591
2019
Q2 		$53K Sell
1,370
-745
-35% -$28.2K 0.01% 576
2019
Q1 		$82K Hold
2,115
– – 0.01% 447
2018
Q4 		$77K Hold
2,115
– – 0.01% 419
2018
Q3 		$80K Buy
2,115
+110
+5% +$4.24K 0.01% 448
2018
Q2 		$77K Hold
2,005
– – 0.01% 452
2018
Q1 		$69K Hold
2,005
– – 0.01% 436
2017
Q4 		$70K Hold
2,005
– – 0.01% 411
2017
Q3 		$69K Buy
+2,005
New +$67.6K 0.02% 352

Other funds holding IYH

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Valeo Financial Advisors's IYH Position: Q3 2026 in Review

Valeo Financial Advisors increased its iShares US Healthcare ETF (IYH) stake by 0.16% in Q3 2026, buying an estimated $352 and bringing the position to 3,091 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Valeo Financial Advisors first reported a position in IYH in Q3 2017 and has held it in 21 quarters since. 24 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Valeo Financial Advisors held 3,091 shares of iShares US Healthcare ETF worth $221K as of Q3 2026.
  • Valeo Financial Advisors bought 5 iShares US Healthcare ETF shares in Q3 2026, an estimated $352.
  • iShares US Healthcare ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #743 holding.
  • Valeo Financial Advisors first reported a position in iShares US Healthcare ETF in Q3 2017 and has held it in 21 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.