Accordant Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

Accordant Advisory Group’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	$130K	Hold	1,940	–	–	0.09%	57
2026 Q1	$120K	Hold	1,940	–	–	0.07%	58
2025 Q4	$126K	Hold	1,940	–	–	0.09%	58
2025 Q3	$114K	Hold	1,940	–	–	0.08%	64
2025 Q2	$110K	Hold	1,940	–	–	0.08%	64
2025 Q1	$118K	Hold	1,940	–	–	0.12%	47
2024 Q4	$113K	Hold	1,940	–	–	0.11%	51
2024 Q3	$126K	Hold	1,940	–	–	0.1%	53
2024 Q2	$119K	Hold	1,940	–	–	0.11%	61
2024 Q1	$120K	Buy	+1,940	New	+$117K	0.09%	106

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

Accordant Advisory Group's IYH Position: Q2 2026 in Review

Accordant Advisory Group held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 1,940 shares worth $130K. The position accounts for 0.09% of the portfolio, ranked #57.

Accordant Advisory Group first reported a position in IYH in Q1 2024 and has held it in 10 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Accordant Advisory Group held 1,940 shares of iShares US Healthcare ETF worth $130K as of Q2 2026.
Accordant Advisory Group left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.09% of Accordant Advisory Group's portfolio in Q2 2026, its #57 holding.
Accordant Advisory Group first reported a position in iShares US Healthcare ETF in Q1 2024 and has held it in 10 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.