Advisory Services Network’s iShares US Healthcare ETF IYH Stock Holding History

Advisory Services Network’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	$852K	Buy	12,717 +277	+2%	+$17.3K	0.01%	1100
2026 Q1	$767K	Sell	12,440 -1,855	-13%	-$120K	0.01%	1054
2025 Q4	$931K	Sell	14,295 -959	-6%	-$60.5K	0.01%	921
2025 Q3	$896K	Sell	15,254 -1,366	-8%	-$77.8K	0.01%	919
2025 Q2	$912K	Sell	16,620 -58,361	-78%	-$3.29M	0.01%	859
2025 Q1	$4.57M	Buy	74,981 +4,047	+6%	+$247K	0.09%	259
2024 Q4	$4.13M	Buy	70,934 +15,618	+28%	+$965K	0.08%	294
2024 Q3	$3.39M	Hold	55,316	–	–	0.07%	304
2024 Q2	$3.39M	Sell	55,316 -842	-1%	-$50.7K	0.07%	304
2024 Q1	$3.48M	Sell	56,158 -14,217	-20%	-$855K	0.08%	300
2023 Q4	$4.03M	Buy	70,375 +13,725	+24%	+$747K	0.1%	234
2023 Q3	$3.06M	Buy	56,650 +2,965	+6%	+$166K	0.08%	276
2023 Q2	$3.01M	Buy	53,685 +3,515	+7%	+$195K	0.08%	295
2023 Q1	$2.74M	Buy	50,170 +28,735	+134%	+$1.58M	0.08%	303
2022 Q4	$1.22M	Buy	21,435 +4,200	+24%	+$232K	0.04%	529
2022 Q3	$872K	Buy	17,235 +1,700	+11%	+$91.8K	0.03%	590
2022 Q2	$836K	Sell	15,535 -1,940	-11%	-$107K	0.03%	623
2022 Q1	$1.01M	Buy	17,475 +2,675	+18%	+$149K	0.03%	627
2021 Q4	$889K	Buy	14,800 +1,105	+8%	+$63.1K	0.03%	670
2021 Q3	$755K	Sell	13,695 -640	-4%	-$36.6K	0.02%	713
2021 Q2	$782K	Buy	14,335 +1,035	+8%	+$54.8K	0.02%	696
2021 Q1	$671K	Sell	13,300 -630	-5%	-$31.7K	0.02%	716
2020 Q4	$685K	Sell	13,930 -1,605	-10%	-$75.7K	0.03%	617
2020 Q3	$706K	Sell	15,535 -1,475	-9%	-$66.8K	0.03%	513
2020 Q2	$734K	Buy	17,010 +205	+1%	+$8.65K	0.04%	473
2020 Q1	$631K	Buy	16,805 +1,560	+10%	+$64.2K	0.04%	460
2019 Q4	$658K	Buy	15,245 +5,970	+64%	+$241K	0.03%	540
2019 Q3	$362K	Hold	9,275	–	–	0.02%	643
2019 Q2	$362K	Buy	9,275 +4,100	+79%	+$155K	0.02%	641
2019 Q1	$201K	Buy	5,175 +125	+2%	+$4.75K	0.01%	786
2018 Q4	$183K	Buy	5,050 +425	+9%	+$16.3K	0.02%	723
2018 Q3	$188K	Buy	4,625 +25	+0.5%	+$964	0.01%	775
2018 Q2	$174K	Hold	4,600	–	–	0.01%	776
2018 Q1	$159K	Hold	4,600	–	–	0.01%	858
2017 Q4	$160K	Hold	4,600	–	–	0.01%	848
2017 Q3	$158K	Hold	4,600	–	–	0.02%	726
2017 Q2	$153K	Sell	4,600 -50	-1%	-$1.6K	0.02%	705
2017 Q1	$145K	Buy	+4,650	New	+$142K	0.02%	694
2016 Q3	$102K	Sell	3,405 -5	-0.1%	-$153	0.02%	688
2016 Q2	$101K	Sell	3,410 -1,020	-23%	-$29.8K	0.02%	618
2016 Q1	$125K	Sell	4,430 -4,575	-51%	-$127K	0.03%	464
2015 Q4	$270K	Buy	9,005 +4,930	+121%	+$147K	0.09%	283
2015 Q3	$114K	Sell	4,075 -13,215	-76%	-$411K	0.03%	370
2015 Q2	$554K	Buy	17,290 +6,660	+63%	+$210K	0.16%	145
2015 Q1	$325K	Buy	10,630 +6,980	+191%	+$211K	0.09%	221
2014 Q4	$109K	Sell	3,650 -20,425	-85%	-$575K	0.03%	320
2014 Q3	$647K	Buy	24,075 +3,635	+18%	+$95.8K	0.24%	103
2014 Q2	$524K	Sell	20,440 -6,705	-25%	-$166K	0.22%	116
2014 Q1	$668K	Buy	27,145 +9,335	+52%	+$227K	0.34%	83
2013 Q4	$415K	Buy	+17,810	New	+$400K	0.21%	111

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

Advisory Services Network's IYH Position: Q2 2026 in Review

Advisory Services Network increased its iShares US Healthcare ETF (IYH) stake by 2.2% in Q2 2026, buying an estimated $17.3K and bringing the position to 12,717 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #1100.

Advisory Services Network first reported a position in IYH in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.57M in Q1 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Advisory Services Network held 12,717 shares of iShares US Healthcare ETF worth $852K as of Q2 2026.
Advisory Services Network bought 277 iShares US Healthcare ETF shares in Q2 2026, an estimated $17.3K.
iShares US Healthcare ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1100 holding.
Advisory Services Network first reported a position in iShares US Healthcare ETF in Q4 2013 and has held it in 50 quarters since.
Advisory Services Network's iShares US Healthcare ETF position peaked at $4.57M in Q1 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.