Action Point Financial Planning’s iShares US Healthcare ETF IYH Stock Holding History

Action Point Financial Planning’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	$45.2K	Buy	+676	New	+$42.3K	﹤0.01%	855

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

Action Point Financial Planning's IYH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 676 shares worth $45.2K. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings.

529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Action Point Financial Planning held 676 shares of iShares US Healthcare ETF worth $45.2K as of Q2 2026.
iShares US Healthcare ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #855 holding.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.