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 Q2	$33.2K	Sell	495 -1,232	-71%	-$77.1K	0.01%	344
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 $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

Westfuller Advisors's IYH Position: Q2 2026 in Review

Westfuller Advisors reduced its iShares US Healthcare ETF (IYH) stake by 71% in Q2 2026, selling an estimated $77.1K and leaving 495 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #344.

Westfuller Advisors first reported a position in IYH in Q3 2024 and has held it in 5 quarters since. The position peaked at $205K in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Westfuller Advisors held 495 shares of iShares US Healthcare ETF worth $33.2K as of Q2 2026.
Westfuller Advisors sold 1,232 iShares US Healthcare ETF shares in Q2 2026, an estimated $77.1K.
iShares US Healthcare ETF made up 0.01% of Westfuller Advisors's portfolio in Q2 2026, its #344 holding.
Westfuller Advisors first reported a position in iShares US Healthcare ETF in Q3 2024 and has held it in 5 quarters since.
Westfuller Advisors's iShares US Healthcare ETF position peaked at $205K in Q3 2024.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.