AMG National Trust Bank’s iShares US Healthcare ETF IYH Stock Holding History

AMG National Trust Bank’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	–	Sell	-3,505	Closed	-$216K	–	472
2026 Q1	$216K	Hold	3,505	–	–	﹤0.01%	464
2025 Q4	$228K	Hold	3,505	–	–	0.01%	428
2025 Q3	$206K	Buy	+3,505	New	+$200K	0.01%	441
2025 Q2	–	Sell	-3,505	Closed	-$213K	–	461
2025 Q1	$213K	Hold	3,505	–	–	0.01%	421
2024 Q4	$204K	Hold	3,505	–	–	0.01%	436
2024 Q3	$228K	Hold	3,505	–	–	0.01%	414
2024 Q2	$215K	Hold	3,505	–	–	0.01%	424
2024 Q1	$217K	Hold	3,505	–	–	0.01%	409
2023 Q4	$201K	Buy	+3,505	New	+$191K	0.01%	414
2022 Q2	–	Sell	-3,505	Closed	-$202K	–	446
2022 Q1	$202K	Hold	3,505	–	–	0.01%	439
2021 Q4	$211K	Buy	+3,505	New	+$200K	0.01%	433

Other funds holding IYH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AMG National Trust Bank's IYH Position: Q2 2026 in Review

AMG National Trust Bank sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 3,505 shares — an estimated $216K sold.

AMG National Trust Bank first reported a position in IYH in Q4 2021 and held it in 11 quarters. The position peaked at $228K in Q4 2025. 337 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

AMG National Trust Bank reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
AMG National Trust Bank sold 3,505 iShares US Healthcare ETF shares in Q2 2026, an estimated $216K.
AMG National Trust Bank first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 11 quarters.
AMG National Trust Bank's iShares US Healthcare ETF position peaked at $228K in Q4 2025.
337 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.