Visionary Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Visionary Wealth 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 Q1	$366K	Hold	5,932	–	–	0.02%	474
2025 Q4	$386K	Sell	5,932 -276	-4%	-$17.4K	0.02%	445
2025 Q3	$365K	Hold	6,208	–	–	0.02%	451
2025 Q2	$351K	Hold	6,208	–	–	0.02%	428
2025 Q1	$378K	Hold	6,208	–	–	0.02%	391
2024 Q4	$362K	Sell	6,208 -1,104	-15%	-$68.2K	0.02%	405
2024 Q3	$475K	Hold	7,312	–	–	0.03%	351
2024 Q2	$448K	Sell	7,312 -1,233	-14%	-$74.2K	0.03%	343
2024 Q1	$529K	Hold	8,545	–	–	0.04%	314
2023 Q4	$489K	Hold	8,545	–	–	0.04%	317
2023 Q3	$462K	Hold	8,545	–	–	0.04%	312
2023 Q2	$479K	Sell	8,545 -1,355	-14%	-$75.3K	0.04%	300
2023 Q1	$541K	Buy	9,900 +20	+0.2%	+$1.1K	0.05%	272
2022 Q4	$561K	Hold	9,880	–	–	0.05%	223
2022 Q3	$500K	Sell	9,880 -2,850	-22%	-$154K	0.05%	228
2022 Q2	$685K	Buy	12,730 +2,850	+29%	+$156K	0.06%	203
2022 Q1	$571K	Hold	9,880	–	–	0.05%	235
2021 Q4	$594K	Buy	+9,880	New	+$565K	0.05%	210

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

Visionary Wealth Advisors's IYH Position: Q1 2026 in Review

Visionary Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 5,932 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #474.

Visionary Wealth Advisors first reported a position in IYH in Q4 2021 and has held it in 18 quarters since. The position peaked at $685K in Q2 2022. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Visionary Wealth Advisors held 5,932 shares of iShares US Healthcare ETF worth $366K as of Q1 2026.
Visionary Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #474 holding.
Visionary Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 18 quarters since.
Visionary Wealth Advisors's iShares US Healthcare ETF position peaked at $685K in Q2 2022.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.