ACA
IYH icon

Aptus Capital Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Aptus Capital Advisors’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 		$519K Buy
7,742
+5
+0.1% +$313 ﹤0.01% 780
2026
Q1 		$477K Buy
7,737
+36
+0.5% +$2.33K ﹤0.01% 727
2025
Q4 		$501K Buy
7,701
+13
+0.2% +$820 ﹤0.01% 727
2025
Q3 		$451K Buy
7,688
+10
+0.1% +$570 ﹤0.01% 720
2025
Q2 		$434K Sell
7,678
-50
-0.6% -$2.82K ﹤0.01% 712
2025
Q1 		$471K Buy
7,728
+31
+0.4% +$1.89K ﹤0.01% 655
2024
Q4 		$449K Buy
7,697
+47
+0.6% +$2.9K ﹤0.01% 666
2024
Q3 		$497K Buy
7,650
+3,550
+87% +$227K 0.01% 539
2024
Q2 		$251K Sell
4,100
-3,735
-48% -$225K ﹤0.01% 665
2024
Q1 		$485K Buy
+7,835
New +$471K 0.01% 520
2023
Q4 		– Sell
-3,750
Closed -$203K – 948
2023
Q3 		$203K Buy
3,750
+235
+7% +$13.1K 0.01% 568
2023
Q2 		$197K Buy
3,515
+5
+0.1% +$278 ﹤0.01% 486
2023
Q1 		$192K Buy
+3,510
New +$193K 0.01% 473

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

Aptus Capital Advisors's IYH Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares US Healthcare ETF (IYH) stake by 0.06% in Q2 2026, buying an estimated $313 and bringing the position to 7,742 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Aptus Capital Advisors first reported a position in IYH in Q1 2023 and has held it in 13 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Aptus Capital Advisors held 7,742 shares of iShares US Healthcare ETF worth $519K as of Q2 2026.
  • Aptus Capital Advisors bought 5 iShares US Healthcare ETF shares in Q2 2026, an estimated $313.
  • iShares US Healthcare ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #780 holding.
  • Aptus Capital Advisors first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 13 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.