Arax Advisory Partners’s iShares US Healthcare ETF IYH Stock Holding History

Arax Advisory Partners’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	$2.25M	Buy	33,629 +26,528	+374%	+$1.66M	0.01%	801
2026 Q1	$438K	Buy	7,101 +143	+2%	+$9.24K	0.01%	699
2025 Q4	$453K	Buy	+6,958	New	+$439K	0.01%	633
2025 Q3	–	Sell	-2,173	Closed	-$123K	–	3988
2025 Q2	$123K	Buy	2,173 +1,608	+285%	+$90.7K	0.01%	840
2025 Q1	$34.4K	Hold	565	–	–	﹤0.01%	1096
2024 Q4	$32.9K	Hold	565	–	–	﹤0.01%	1019
2024 Q3	$36.7K	Hold	565	–	–	﹤0.01%	836
2024 Q2	$34.6K	Buy	+565	New	+$34K	﹤0.01%	785
2020 Q4	–	Sell	-225	Closed	-$10K	–	743
2020 Q3	$10K	Buy	+225	New	+$10.2K	﹤0.01%	543
2019 Q4	–	Sell	-750	Closed	-$28K	–	602
2019 Q3	$28K	Buy	+750	New	+$28.9K	0.01%	389
2018 Q4	–	Sell	-965	Closed	-$39K	–	588
2018 Q3	$39K	Buy	+965	New	+$37.2K	0.02%	311

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

Arax Advisory Partners's IYH Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Healthcare ETF (IYH) stake by 374% in Q2 2026, buying an estimated $1.66M and bringing the position to 33,629 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #801.

Arax Advisory Partners first reported a position in IYH in Q3 2018 and has held it in 11 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Arax Advisory Partners held 33,629 shares of iShares US Healthcare ETF worth $2.25M as of Q2 2026.
Arax Advisory Partners bought 26,528 iShares US Healthcare ETF shares in Q2 2026, an estimated $1.66M.
iShares US Healthcare ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #801 holding.
Arax Advisory Partners first reported a position in iShares US Healthcare ETF in Q3 2018 and has held it in 11 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.