AF
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Allworth Financial’s iShares US Healthcare ETF IYH Stock Holding History

Allworth Financial’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 		$391K Sell
5,832
-895
-13% -$56K ﹤0.01% 1106
2026
Q1 		$415K Sell
6,727
-36
-0.5% -$2.33K ﹤0.01% 1031
2025
Q4 		$440K Buy
6,763
+3,103
+85% +$196K ﹤0.01% 980
2025
Q3 		$215K Buy
3,660
+179
+5% +$10.2K ﹤0.01% 1264
2025
Q2 		$197K Sell
3,481
-1
-0% -$56 ﹤0.01% 1185
2025
Q1 		$200K Buy
3,482
+167
+5% +$10.2K ﹤0.01% 953
2024
Q4 		$200K Sell
3,315
-929
-22% -$57.4K ﹤0.01% 951
2024
Q3 		$276K Buy
4,244
+2
+0% +$128 ﹤0.01% 724
2024
Q2 		$264K Buy
4,242
+1
+0% +$60 ﹤0.01% 729
2024
Q1 		$263K Buy
4,241
+216
+5% +$13K ﹤0.01% 705
2023
Q4 		$230K Sell
4,025
-220
-5% -$12K ﹤0.01% 693
2023
Q3 		$229K Sell
4,245
-1,500
-26% -$83.8K ﹤0.01% 656
2023
Q2 		$322K Sell
5,745
-490
-8% -$27.2K ﹤0.01% 593
2023
Q1 		$340K Buy
6,235
+2,280
+58% +$125K ﹤0.01% 547
2022
Q4 		$224K Sell
3,955
-835
-17% -$46.1K ﹤0.01% 607
2022
Q3 		$242K Sell
4,790
-575
-11% -$31.1K ﹤0.01% 552
2022
Q2 		$289K Buy
5,365
+260
+5% +$14.3K ﹤0.01% 492
2022
Q1 		$295K Buy
5,105
+25
+0.5% +$1.4K ﹤0.01% 476
2021
Q4 		$305K Hold
5,080
– – ﹤0.01% 450
2021
Q3 		$280K Buy
5,080
+4,230
+498% +$242K ﹤0.01% 411
2021
Q2 		$46K Buy
850
+800
+1,600% +$42.3K ﹤0.01% 642
2021
Q1 		$3K Hold
50
– – ﹤0.01% 1236
2020
Q4 		$2K Hold
50
– – ﹤0.01% 1165
2020
Q3 		$2K Hold
50
– – ﹤0.01% 994
2020
Q2 		$2K Sell
50
-100
-67% -$4.22K ﹤0.01% 1016
2020
Q1 		$6K Hold
150
– – ﹤0.01% 827
2019
Q4 		$7K Buy
150
+50
+50% +$2.02K ﹤0.01% 708
2019
Q3 		$4K Sell
100
-225
-69% -$8.66K ﹤0.01% 718
2019
Q2 		$13K Hold
325
– – ﹤0.01% 531
2019
Q1 		$13K Buy
+325
New +$12.3K ﹤0.01% 530
2016
Q2 		– Sell
-500
Closed -$14K – 653
2016
Q1 		$14K Buy
+500
New +$13.8K ﹤0.01% 354

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

Allworth Financial's IYH Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Healthcare ETF (IYH) stake by 13% in Q2 2026, selling an estimated $56K and leaving 5,832 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Allworth Financial first reported a position in IYH in Q1 2016 and has held it in 31 quarters since. The position peaked at $440K in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Allworth Financial held 5,832 shares of iShares US Healthcare ETF worth $391K as of Q2 2026.
  • Allworth Financial sold 895 iShares US Healthcare ETF shares in Q2 2026, an estimated $56K.
  • iShares US Healthcare ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1106 holding.
  • Allworth Financial first reported a position in iShares US Healthcare ETF in Q1 2016 and has held it in 31 quarters since.
  • Allworth Financial's iShares US Healthcare ETF position peaked at $440K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.