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Weaver Consulting Group’s iShares US Healthcare ETF IYH Stock Holding History

Weaver Consulting Group’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 		$421K Buy
6,838
+1
+0% +$65 0.1% 162
2025
Q4 		$445K Buy
6,837
+2
+0% +$126 0.11% 153
2025
Q3 		$401K Sell
6,835
-275
-4% -$15.7K 0.1% 154
2025
Q2 		$402K Sell
7,110
-1,000
-12% -$56.4K 0.11% 144
2025
Q1 		$494K Hold
8,110
– – 0.15% 120
2024
Q4 		$473K Buy
8,110
+2,450
+43% +$151K 0.15% 119
2024
Q3 		$368K Hold
5,660
– – 0.12% 141
2024
Q2 		$347K Hold
5,660
– – 0.12% 136
2024
Q1 		$350K Hold
5,660
– – 0.13% 139
2023
Q4 		$324K Hold
5,660
– – 0.13% 135
2023
Q3 		$306K Hold
5,660
– – 0.14% 134
2023
Q2 		$317K Sell
5,660
-100
-2% -$5.56K 0.14% 133
2023
Q1 		$315K Sell
5,760
-1,850
-24% -$102K 0.14% 135
2022
Q4 		$432K Hold
7,610
– – 0.22% 87
2022
Q3 		$385K Hold
7,610
– – 0.22% 93
2022
Q2 		$409K Hold
7,610
– – 0.23% 89
2022
Q1 		$440K Hold
7,610
– – 0.21% 87
2021
Q4 		$457K Hold
7,610
– – 0.22% 81
2021
Q3 		$420K Hold
7,610
– – 0.23% 90
2021
Q2 		$415K Buy
7,610
+1,725
+29% +$91.3K 0.23% 89
2021
Q1 		$297K Hold
5,885
– – 0.18% 100
2020
Q4 		$289K Sell
5,885
-580
-9% -$27.4K 0.18% 100
2020
Q3 		$294K Hold
6,465
– – 0.17% 84
2020
Q2 		$279K Buy
6,465
+595
+10% +$25.1K 0.16% 88
2020
Q1 		$221K Buy
5,870
+500
+9% +$20.6K 0.14% 96
2019
Q4 		$203K Sell
5,370
-390
-7% -$15.7K 0.11% 112
2019
Q3 		$224K Sell
5,760
-525
-8% -$20.2K 0.12% 94
2019
Q2 		$245K Buy
6,285
+365
+6% +$13.8K 0.13% 90
2019
Q1 		$227K Buy
+5,920
New +$225K 0.06% 201

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Weaver Consulting Group's IYH Position: Q1 2026 in Review

Weaver Consulting Group increased its iShares US Healthcare ETF (IYH) stake by 0.01% in Q1 2026, buying an estimated $65 and bringing the position to 6,838 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #162.

Weaver Consulting Group first reported a position in IYH in Q1 2019 and has held it in 29 quarters since. The position peaked at $494K in Q1 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Weaver Consulting Group held 6,838 shares of iShares US Healthcare ETF worth $421K as of Q1 2026.
  • Weaver Consulting Group bought 1 iShares US Healthcare ETF share in Q1 2026, an estimated $65.
  • iShares US Healthcare ETF made up 0.1% of Weaver Consulting Group's portfolio in Q1 2026, its #162 holding.
  • Weaver Consulting Group first reported a position in iShares US Healthcare ETF in Q1 2019 and has held it in 29 quarters since.
  • Weaver Consulting Group's iShares US Healthcare ETF position peaked at $494K in Q1 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.