VestGen Advisors’s iShares US Healthcare ETF IYH Stock Holding History

VestGen 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 Q2	$1.17M	Sell	17,426 -475	-3%	-$29.7K	0.03%	419
2026 Q1	$1.1M	Sell	17,901 -3,077	-15%	-$199K	0.03%	431
2025 Q4	$1.37M	Sell	20,978 -35,439	-63%	-$2.24M	0.06%	301
2025 Q3	$3.31M	Sell	56,417 -30,241	-35%	-$1.72M	0.11%	177
2025 Q2	$4.85M	Sell	86,658 -13,480	-13%	-$760K	0.19%	116
2025 Q1	$6.1M	Buy	+100,138	New	+$6.12M	0.28%	79

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

VestGen Advisors's IYH Position: Q2 2026 in Review

VestGen Advisors reduced its iShares US Healthcare ETF (IYH) stake by 2.7% in Q2 2026, selling an estimated $29.7K and leaving 17,426 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #419.

VestGen Advisors first reported a position in IYH in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.1M in Q1 2025. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

VestGen Advisors held 17,426 shares of iShares US Healthcare ETF worth $1.17M as of Q2 2026.
VestGen Advisors sold 475 iShares US Healthcare ETF shares in Q2 2026, an estimated $29.7K.
iShares US Healthcare ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #419 holding.
VestGen Advisors first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares US Healthcare ETF position peaked at $6.1M in Q1 2025.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.