Winter & Associates’s iShares US Healthcare ETF IYH Stock Holding History

Winter & Associates’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	$258K	Buy	+3,418	New	+$241K	0.19%	62

Other funds holding IYH

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

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

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 Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lighthouse Financial Largo, Florida $222M AUM 23.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Winter & Associates's IYH Position: Q3 2026 in Review

Winter & Associates opened a new position in iShares US Healthcare ETF (IYH) in Q3 2026: 3,418 shares worth $258K. The stake represents 0.19% of the portfolio and ranks #62 among its holdings.

147 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

Winter & Associates held 3,418 shares of iShares US Healthcare ETF worth $258K as of Q3 2026.
iShares US Healthcare ETF was a new Winter & Associates position in Q3 2026.
iShares US Healthcare ETF made up 0.19% of Winter & Associates's portfolio in Q3 2026, its #62 holding.
147 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Winter & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.