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

Apollon 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 		$572K Sell
8,534
-2,191
-20% -$137K 0.01% 954
2026
Q1 		$661K Sell
10,725
-2,853
-21% -$184K 0.01% 752
2025
Q4 		$884K Buy
13,578
+8,192
+152% +$517K 0.02% 625
2025
Q3 		$316K Sell
5,386
-179
-3% -$10.2K 0.01% 1028
2025
Q2 		$314K Buy
5,565
+1
+0% +$56 0.01% 997
2025
Q1 		$339K Sell
5,564
-1,240
-18% -$75.8K 0.01% 910
2024
Q4 		$396K Sell
6,804
-144
-2% -$8.9K 0.01% 838
2024
Q3 		$452K Buy
6,948
+46
+0.7% +$2.94K 0.01% 760
2024
Q2 		$423K Sell
6,902
-349
-5% -$21K 0.01% 745
2024
Q1 		$449K Buy
7,251
+2,581
+55% +$155K 0.01% 734
2023
Q4 		$267K Sell
4,670
-5
-0.1% -$272 0.01% 886
2023
Q3 		$252K Sell
4,675
-975
-17% -$54.5K 0.01% 757
2023
Q2 		$317K Buy
+5,650
New +$314K 0.02% 733
2023
Q1 		– Sell
-4,055
Closed -$230K – 895
2022
Q4 		$230K Sell
4,055
-360
-8% -$19.9K 0.02% 745
2022
Q3 		$223K Hold
4,415
– – 0.02% 695
2022
Q2 		$237K Hold
4,415
– – 0.02% 635
2022
Q1 		$255K Sell
4,415
-1,250
-22% -$69.8K 0.02% 626
2021
Q4 		$340K Buy
+5,665
New +$324K 0.03% 555
2020
Q3 		– Sell
-1,995
Closed -$86K – 428
2020
Q2 		$86K Buy
+1,995
New +$84.2K 0.05% 184

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

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

Apollon Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 20% in Q2 2026, selling an estimated $137K and leaving 8,534 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #954.

Apollon Wealth Management first reported a position in IYH in Q2 2020 and has held it in 19 quarters since. The position peaked at $884K in Q4 2025. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Apollon Wealth Management held 8,534 shares of iShares US Healthcare ETF worth $572K as of Q2 2026.
  • Apollon Wealth Management sold 2,191 iShares US Healthcare ETF shares in Q2 2026, an estimated $137K.
  • iShares US Healthcare ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #954 holding.
  • Apollon Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2020 and has held it in 19 quarters since.
  • Apollon Wealth Management's iShares US Healthcare ETF position peaked at $884K in Q4 2025.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.