Wealth Enhancement Advisory Services
IYH icon

Wealth Enhancement Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.58M Sell
52,744
-647
-1% -$40.5K 0.01% 1213
2026
Q1 		$3.29M Sell
53,391
-6,767
-11% -$437K 0.01% 1121
2025
Q4 		$4.01M Sell
60,158
-3,400
-5% -$215K 0.01% 1132
2025
Q3 		$3.87M Sell
63,558
-1,386
-2% -$78.9K 0.01% 1085
2025
Q2 		$3.69M Sell
64,944
-26,335
-29% -$1.49M 0.01% 1045
2025
Q1 		$5.56M Sell
91,279
-75,055
-45% -$4.59M 0.01% 795
2024
Q4 		$9.69M Buy
166,334
+44,158
+36% +$2.73M 0.02% 567
2024
Q3 		$7.94M Sell
122,176
-6,426
-5% -$411K 0.02% 589
2024
Q2 		$7.88M Buy
128,602
+11,103
+9% +$668K 0.02% 554
2024
Q1 		$7.27M Buy
117,499
+4,554
+4% +$274K 0.02% 562
2023
Q4 		$6.47M Buy
112,945
+10,150
+10% +$553K 0.02% 538
2023
Q3 		$5.55M Buy
+102,795
New +$5.74M 0.02% 554

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's IYH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 1.2% in Q2 2026, selling an estimated $40.5K and leaving 52,744 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #1213.

Wealth Enhancement Advisory Services first reported a position in IYH in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.69M in Q4 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 52,744 shares of iShares US Healthcare ETF worth $3.58M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 647 iShares US Healthcare ETF shares in Q2 2026, an estimated $40.5K.
  • iShares US Healthcare ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1213 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Healthcare ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Healthcare ETF position peaked at $9.69M in Q4 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.