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Marshall & Sterling Wealth Advisors »

iShares Dow Jones US Healthcare shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in iShares Dow Jones US Healthcare

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Healthcare held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Healthcare by Marshall & Sterling Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$8.7k	142	61.50

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)

Wisdomtree Us MF Closed and MF Open (DGRW)

Neos S&p MF Closed and MF Open (SPYI)

Vaneck Morningstar MF Closed and MF Open (MOAT)

Fidelity High MF Closed and MF Open (FDVV)

Vanguard Information MF Closed and MF Open (VGT)

Ishares Msci MF Closed and MF Open (GARP)

Invesco S&p MF Closed and MF Open (RWK)

Vanguard Mid MF Closed and MF Open (VO)

Tortoise North MF Closed and MF Open (TPYP)

Swan Hedged MF Closed and MF Open (HEGD)

Vanguard Growth MF Closed and MF Open (VUG)

Invesco S&p MF Closed and MF Open (IDMO)

Jpmorgan Hedged MF Closed and MF Open (HELO)

Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding iShares Dow Jones US Healthcare

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UBS Group

Morgan Stanley

Bank of America Corporation

LPL Financial

Green Harvest Asset Management

Wells Fargo & Company

Northwestern Mutual Wealth Management Company

Royal Bank of Canada

Pinkerton Retirement Specialists

Goldman Sachs Group

Raymond James Financial

Kestra Advisory Services

Oakworth Capital

Advisor Group Holdings

View all funds holding iShares Dow Jones US Healthcare

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