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

AE 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 		$93.1K Sell
1,388
-1,000
-42% -$62.6K ﹤0.01% 1936
2026
Q1 		$147K Sell
2,388
-89,526
-97% -$5.78M ﹤0.01% 1680
2025
Q4 		$5.98M Buy
91,914
+90,916
+9,110% +$5.74M 0.03% 364
2025
Q3 		$58.6K Sell
998
-280
-22% -$15.9K ﹤0.01% 1685
2025
Q2 		$72.2K Sell
1,278
-70
-5% -$3.95K ﹤0.01% 1553
2025
Q1 		$82.1K Sell
1,348
-12
-0.9% -$733 ﹤0.01% 1495
2024
Q4 		$79.3K Buy
+1,360
New +$84K ﹤0.01% 1480
2024
Q1 		– Sell
-95,110
Closed -$5.56M – 1584
2023
Q4 		$5.56M Sell
95,110
-17,065
-15% -$929K 0.03% 561
2023
Q3 		$6.06M Buy
112,175
+8,765
+8% +$490K 0.04% 496
2023
Q2 		$5.8M Sell
103,410
-7,120
-6% -$396K 0.03% 498
2023
Q1 		$6.04M Buy
110,530
+5,280
+5% +$290K 0.04% 458
2022
Q4 		$5.97M Buy
105,250
+1,350
+1% +$74.5K 0.04% 432
2022
Q3 		$5.26M Buy
103,900
+82,855
+394% +$4.48M 0.04% 420
2022
Q2 		$1.13M Sell
21,045
-10,525
-33% -$578K 0.01% 846
2022
Q1 		$1.82M Sell
31,570
-475
-1% -$26.5K 0.01% 724
2021
Q4 		$1.93M Buy
32,045
+14,215
+80% +$812K 0.01% 711
2021
Q3 		$984K Buy
17,830
+310
+2% +$17.7K 0.01% 874
2021
Q2 		$956K Sell
17,520
-35
-0.2% -$1.85K 0.01% 860
2021
Q1 		$886K Buy
17,555
+1,545
+10% +$77.7K 0.01% 815
2020
Q4 		$787K Sell
16,010
-235
-1% -$11.1K 0.01% 791
2020
Q3 		$738K Buy
16,245
+1,130
+7% +$51.1K 0.01% 725
2020
Q2 		$652K Buy
+15,115
New +$638K 0.01% 762

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

AE Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 42% in Q2 2026, selling an estimated $62.6K and leaving 1,388 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

AE Wealth Management first reported a position in IYH in Q2 2020 and has held it in 22 quarters since. The position peaked at $6.06M in Q3 2023. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • AE Wealth Management held 1,388 shares of iShares US Healthcare ETF worth $93.1K as of Q2 2026.
  • AE Wealth Management sold 1,000 iShares US Healthcare ETF shares in Q2 2026, an estimated $62.6K.
  • iShares US Healthcare ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1936 holding.
  • AE Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2020 and has held it in 22 quarters since.
  • AE Wealth Management's iShares US Healthcare ETF position peaked at $6.06M in Q3 2023.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.