Western Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Western Wealth Management’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	$213K	Buy	+3,173	New	+$199K	0.01%	951
2025 Q2	–	Sell	-3,478	Closed	-$212K	–	738
2025 Q1	$212K	Buy	+3,478	New	+$213K	0.01%	637
2020 Q3	–	Sell	-35,540	Closed	-$1.53M	–	463
2020 Q2	$1.53M	Buy	+35,540	New	+$1.5M	0.28%	87

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

Western Wealth Management's IYH Position: Q2 2026 in Review

Western Wealth Management opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 3,173 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in IYH as recently as Q1 2025.

Western Wealth Management first reported a position in IYH in Q2 2020 and has held it in 3 quarters since. The position peaked at $1.53M in Q2 2020. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Western Wealth Management held 3,173 shares of iShares US Healthcare ETF worth $213K as of Q2 2026.
iShares US Healthcare ETF was a new Western Wealth Management position in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #951 holding.
Western Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2020 and has held it in 3 quarters since.
Western Wealth Management's iShares US Healthcare ETF position peaked at $1.53M in Q2 2020.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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