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

WCG 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 Q2	$1.16M	Sell	17,376 -171	-1%	-$10.7K	0.03%	385
2026 Q1	$1.08M	Sell	17,547 -972	-5%	-$62.8K	0.03%	369
2025 Q4	$1.21M	Buy	18,519 +3,514	+23%	+$222K	0.03%	334
2025 Q3	$881K	Buy	15,005 +150	+1%	+$8.54K	0.06%	245
2025 Q2	$839K	Buy	14,855 +425	+3%	+$24K	0.05%	242
2025 Q1	$879K	Buy	14,430 +710	+5%	+$43.4K	0.07%	209
2024 Q4	$799K	Sell	13,720 -900	-6%	-$55.6K	0.05%	231
2024 Q3	$950K	Sell	14,620 -75	-0.5%	-$4.79K	0.06%	226
2024 Q2	$900K	Buy	14,695 +1,700	+13%	+$102K	0.07%	204
2024 Q1	$804K	Buy	+12,995	New	+$781K	0.07%	199

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

WCG Wealth Advisors's IYH Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares US Healthcare ETF (IYH) stake by 0.97% in Q2 2026, selling an estimated $10.7K and leaving 17,376 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #385.

WCG Wealth Advisors first reported a position in IYH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

WCG Wealth Advisors held 17,376 shares of iShares US Healthcare ETF worth $1.16M as of Q2 2026.
WCG Wealth Advisors sold 171 iShares US Healthcare ETF shares in Q2 2026, an estimated $10.7K.
iShares US Healthcare ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #385 holding.
WCG Wealth Advisors first reported a position in iShares US Healthcare ETF in Q1 2024 and has held it in 10 quarters since.
WCG Wealth Advisors's iShares US Healthcare ETF position peaked at $1.21M in Q4 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.