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

Alterna 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	$473K	Hold	7,055	–	–	0.27%	66
2026 Q1	$435K	Hold	7,055	–	–	0.33%	64
2025 Q4	$459K	Hold	7,055	–	–	0.38%	65
2025 Q3	$414K	Hold	7,055	–	–	0.34%	65
2025 Q2	$398K	Hold	7,055	–	–	0.32%	66
2025 Q1	$430K	Hold	7,055	–	–	0.33%	59
2024 Q4	$411K	Hold	7,055	–	–	0.35%	59
2024 Q3	$459K	Hold	7,055	–	–	0.41%	55
2024 Q2	$432K	Hold	7,055	–	–	0.38%	64
2024 Q1	$437K	Hold	7,055	–	–	0.35%	56
2023 Q4	$404K	Hold	7,055	–	–	0.49%	51
2023 Q3	$381K	Hold	7,055	–	–	0.49%	53
2023 Q2	$395K	Hold	7,055	–	–	0.46%	47
2023 Q1	$385K	Sell	7,055 -1,210	-15%	-$66.4K	0.48%	52
2022 Q4	$469K	Hold	8,265	–	–	0.53%	42
2022 Q3	$418K	Hold	8,265	–	–	0.5%	43
2022 Q2	$445K	Hold	8,265	–	–	0.45%	47
2022 Q1	$477K	Sell	8,265 -8,940	-52%	-$499K	0.4%	49
2021 Q4	$1.03M	Buy	+17,205	New	+$983K	0.86%	29
2020 Q4	$406K	Hold	8,265	–	–	0.51%	49
2020 Q3	$376K	Hold	8,265	–	–	0.55%	41
2020 Q2	$356K	Sell	8,265 -820	-9%	-$34.6K	0.43%	61
2020 Q1	$341K	Buy	9,085 +235	+3%	+$9.66K	0.49%	47
2019 Q4	$382K	Hold	8,850	–	–	0.42%	52
2019 Q3	$335K	Sell	8,850 -6,350	-42%	-$244K	0.4%	55
2019 Q2	$594K	Sell	15,200 -20,555	-57%	-$778K	0.71%	39
2019 Q1	$1.39M	Sell	35,755 -14,365	-29%	-$546K	1.17%	34
2018 Q4	$1.81M	Buy	+50,120	New	+$1.92M	0.3%	55

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

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

Alterna Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 7,055 shares worth $473K. The position accounts for 0.27% of the portfolio, ranked #66.

Alterna Wealth Management first reported a position in IYH in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.81M in Q4 2018. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Alterna Wealth Management held 7,055 shares of iShares US Healthcare ETF worth $473K as of Q2 2026.
Alterna Wealth Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.27% of Alterna Wealth Management's portfolio in Q2 2026, its #66 holding.
Alterna Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 28 quarters since.
Alterna Wealth Management's iShares US Healthcare ETF position peaked at $1.81M in Q4 2018.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.