Weaver Consulting Group
IYH icon

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
Q3 		$489K Hold
6,838
– – 0.1% 181
2026
Q2 		$458K Hold
6,838
– – 0.09% 175
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

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
LF
Lighthouse Financial Largo, Florida $222M AUM 23.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weaver Consulting Group's IYH Position: Q3 2026 in Review

Weaver Consulting Group held its iShares US Healthcare ETF (IYH) position steady in Q3 2026 at 6,838 shares worth $489K. The position accounts for 0.1% of the portfolio, ranked #181.

Weaver Consulting Group first reported a position in IYH in Q1 2019 and has held it in 31 quarters since. The position peaked at $494K in Q1 2025. 155 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Weaver Consulting Group held 6,838 shares of iShares US Healthcare ETF worth $489K as of Q3 2026.
  • Weaver Consulting Group left its iShares US Healthcare ETF share count unchanged in Q3 2026.
  • iShares US Healthcare ETF made up 0.1% of Weaver Consulting Group's portfolio in Q3 2026, its #181 holding.
  • Weaver Consulting Group first reported a position in iShares US Healthcare ETF in Q1 2019 and has held it in 31 quarters since.
  • Weaver Consulting Group's iShares US Healthcare ETF position peaked at $494K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.