Westfuller Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Westfuller Advisors’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	$106K	Sell	1,727 -618	-26%	-$39.9K	0.05%	196
2025 Q4	$153K	Buy	2,345 +8	+0.3%	+$505	0.06%	175
2025 Q3	$137K	Buy	+2,337	New	+$133K	0.06%	183
2024 Q4	–	Sell	-3,156	Closed	-$205K	–	92
2024 Q3	$205K	Buy	+3,156	New	+$202K	0.15%	80

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

Westfuller Advisors's IYH Position: Q1 2026 in Review

Westfuller Advisors reduced its iShares US Healthcare ETF (IYH) stake by 26% in Q1 2026, selling an estimated $39.9K and leaving 1,727 shares worth $106K. The position accounts for 0.05% of the portfolio, ranked #196.

Westfuller Advisors first reported a position in IYH in Q3 2024 and has held it in 4 quarters since. The position peaked at $205K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Westfuller Advisors held 1,727 shares of iShares US Healthcare ETF worth $106K as of Q1 2026.
Westfuller Advisors sold 618 iShares US Healthcare ETF shares in Q1 2026, an estimated $39.9K.
iShares US Healthcare ETF made up 0.05% of Westfuller Advisors's portfolio in Q1 2026, its #196 holding.
Westfuller Advisors first reported a position in iShares US Healthcare ETF in Q3 2024 and has held it in 4 quarters since.
Westfuller Advisors's iShares US Healthcare ETF position peaked at $205K in Q3 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.