Wealth Alliance’s iShares US Healthcare ETF IYH Stock Holding History

Wealth Alliance’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	–	Sell	-3,725	Closed	-$243K	–	573
2025 Q4	$243K	Hold	3,725	–	–	0.02%	494
2025 Q3	$219K	Hold	3,725	–	–	0.02%	509
2025 Q2	$210K	Hold	3,725	–	–	0.02%	513
2025 Q1	$227K	Buy	+3,725	New	+$228K	0.03%	469
2023 Q4	–	Sell	-4,425	Closed	-$239K	–	530
2023 Q3	$239K	Sell	4,425 -3,055	-41%	-$171K	0.04%	417
2023 Q2	$419K	Buy	7,480 +890	+14%	+$49.5K	0.06%	282
2023 Q1	$360K	Buy	6,590 +1,080	+20%	+$59.3K	0.06%	313
2022 Q4	$313K	Buy	5,510 +1,115	+25%	+$61.5K	0.06%	337
2022 Q3	$222K	Sell	4,395 -50	-1%	-$2.7K	0.04%	403
2022 Q2	$238K	Sell	4,445 -1,405	-24%	-$77.1K	0.05%	385
2022 Q1	$338K	Buy	+5,850	New	+$327K	0.07%	301

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

Wealth Alliance's IYH Position: Q1 2026 in Review

Wealth Alliance sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 3,725 shares — an estimated $243K sold.

Wealth Alliance first reported a position in IYH in Q1 2022 and held it in 11 quarters. The position peaked at $419K in Q2 2023. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Wealth Alliance reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Wealth Alliance sold 3,725 iShares US Healthcare ETF shares in Q1 2026, an estimated $243K.
Wealth Alliance first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 11 quarters.
Wealth Alliance's iShares US Healthcare ETF position peaked at $419K in Q2 2023.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.