Adams Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Adams Wealth Management’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	$1.33M	Sell	19,830 -323	-2%	-$20.2K	0.25%	68
2026 Q1	$1.24M	Buy	20,153 +2,992	+17%	+$193K	0.27%	66
2025 Q4	$1.12M	Sell	17,161 -7,623	-31%	-$481K	0.24%	69
2025 Q3	$1.46M	Sell	24,784 -27,130	-52%	-$1.55M	0.31%	64
2025 Q2	$2.93M	Sell	51,914 -77,378	-60%	-$4.36M	0.56%	47
2025 Q1	$7.87M	Buy	+129,292	New	+$7.9M	1.55%	17

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

Adams Wealth Management's IYH Position: Q2 2026 in Review

Adams Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 1.6% in Q2 2026, selling an estimated $20.2K and leaving 19,830 shares worth $1.33M. The position accounts for 0.25% of the portfolio, ranked #68.

Adams Wealth Management first reported a position in IYH in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.87M in Q1 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Adams Wealth Management held 19,830 shares of iShares US Healthcare ETF worth $1.33M as of Q2 2026.
Adams Wealth Management sold 323 iShares US Healthcare ETF shares in Q2 2026, an estimated $20.2K.
iShares US Healthcare ETF made up 0.25% of Adams Wealth Management's portfolio in Q2 2026, its #68 holding.
Adams Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 6 quarters since.
Adams Wealth Management's iShares US Healthcare ETF position peaked at $7.87M in Q1 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.