WhitTier Trust Company’s iShares US Healthcare ETF IYH Stock Holding History

WhitTier Trust Company’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	$469K	Hold	7,625	–	–	0.01%	388
2025 Q4	$508K	Hold	7,625	–	–	0.01%	359
2025 Q3	$466K	Hold	7,625	–	–	0.01%	360
2025 Q2	$431K	Hold	7,625	–	–	0.01%	410
2025 Q1	$464K	Hold	7,625	–	–	0.01%	398
2024 Q4	$444K	Hold	7,625	–	–	0.01%	380
2024 Q3	$496K	Sell	7,625 -250	-3%	-$16K	0.01%	360
2024 Q2	$483K	Hold	7,875	–	–	0.01%	347
2024 Q1	$487K	Hold	7,875	–	–	0.01%	346
2023 Q4	$451K	Hold	7,875	–	–	0.01%	353
2023 Q3	$425K	Hold	7,875	–	–	0.02%	349
2023 Q2	$441K	Hold	7,875	–	–	0.01%	350
2023 Q1	$430K	Hold	7,875	–	–	0.02%	357
2022 Q4	$447K	Hold	7,875	–	–	0.02%	353
2022 Q3	$398K	Hold	7,875	–	–	0.02%	360
2022 Q2	$424K	Hold	7,875	–	–	0.02%	356
2022 Q1	$455K	Hold	7,875	–	–	0.02%	354
2021 Q4	$473K	Hold	7,875	–	–	0.02%	351
2021 Q3	$435K	Hold	7,875	–	–	0.02%	355
2021 Q2	$430K	Sell	7,875 -125	-2%	-$6.62K	0.02%	356
2021 Q1	$404K	Hold	8,000	–	–	0.02%	358
2020 Q4	$393K	Hold	8,000	–	–	0.02%	344
2020 Q3	$364K	Hold	8,000	–	–	0.02%	337
2020 Q2	$345K	Hold	8,000	–	–	0.02%	335
2020 Q1	$300K	Sell	8,000 -125	-2%	-$5.14K	0.02%	330
2019 Q4	$351K	Hold	8,125	–	–	0.02%	340
2019 Q3	$307K	Hold	8,125	–	–	0.02%	360
2019 Q2	$317K	Hold	8,125	–	–	0.02%	349
2019 Q1	$315K	Hold	8,125	–	–	0.02%	342
2018 Q4	$294K	Hold	8,125	–	–	0.02%	328
2018 Q3	$330K	Hold	8,125	–	–	0.02%	317
2018 Q2	$290K	Hold	8,125	–	–	0.02%	335
2018 Q1	$280K	Hold	8,125	–	–	0.02%	341
2017 Q4	$283K	Hold	8,125	–	–	0.02%	317
2017 Q3	$279K	Hold	8,125	–	–	0.03%	315
2017 Q2	$270K	Hold	8,125	–	–	0.03%	314
2017 Q1	$253K	Buy	8,125 +2,375	+41%	+$72.5K	0.03%	318
2016 Q4	$166K	Buy	5,750 +4,250	+283%	+$123K	0.02%	361
2016 Q3	$45K	Hold	1,500	–	–	0.01%	540
2016 Q2	$44K	Hold	1,500	–	–	0.01%	541
2016 Q1	$42K	Hold	1,500	–	–	﹤0.01%	550
2015 Q4	$45K	Hold	1,500	–	–	0.01%	531
2015 Q3	$42K	Hold	1,500	–	–	0.01%	549
2015 Q2	$48K	Hold	1,500	–	–	0.01%	546
2015 Q1	$46K	Hold	1,500	–	–	0.01%	550
2014 Q4	$43K	Hold	1,500	–	–	﹤0.01%	557
2014 Q3	$40K	Sell	1,500 -500	-25%	-$13.2K	﹤0.01%	574
2014 Q2	$51K	Sell	2,000 -125	-6%	-$3.09K	0.01%	545
2014 Q1	$52K	Hold	2,125	–	–	0.01%	546
2013 Q4	$50K	Hold	2,125	–	–	0.01%	539
2013 Q3	$45K	Sell	2,125 -125	-6%	-$2.65K	0.01%	525
2013 Q2	$45K	Buy	+2,250	New	+$45.3K	0.01%	519

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

WhitTier Trust Company's IYH Position: Q1 2026 in Review

WhitTier Trust Company held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 7,625 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #388.

WhitTier Trust Company first reported a position in IYH in Q2 2013 and has held it in 52 quarters since. The position peaked at $508K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

WhitTier Trust Company held 7,625 shares of iShares US Healthcare ETF worth $469K as of Q1 2026.
WhitTier Trust Company left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #388 holding.
WhitTier Trust Company first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 52 quarters since.
WhitTier Trust Company's iShares US Healthcare ETF position peaked at $508K in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.