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Arbor Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Arbor Investment 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 		$320K Hold
4,780
– – 0.04% 107
2026
Q1 		$295K Sell
4,780
-204
-4% -$13.2K 0.04% 88
2025
Q4 		$324K Hold
4,984
– – 0.04% 82
2025
Q3 		$293K Buy
4,984
+565
+13% +$32.2K 0.04% 97
2025
Q2 		$250K Hold
4,419
– – 0.03% 100
2025
Q1 		$269K Buy
4,419
+155
+4% +$9.47K 0.04% 89
2024
Q4 		$248K Buy
4,264
+185
+5% +$11.4K 0.03% 91
2024
Q3 		$265K Hold
4,079
– – 0.04% 95
2024
Q2 		$250K Buy
4,079
+179
+5% +$10.8K 0.04% 86
2024
Q1 		$241K Buy
3,900
+120
+3% +$7.22K 0.04% 100
2023
Q4 		$216K Sell
3,780
-100
-3% -$5.44K 0.03% 98
2023
Q3 		$210K Buy
3,880
+85
+2% +$4.75K 0.04% 98
2023
Q2 		$213K Hold
3,795
– – 0.04% 101
2023
Q1 		$207K Buy
+3,795
New +$208K 0.04% 103
2022
Q4 		– Sell
-4,440
Closed -$225K – 105
2022
Q3 		$225K Hold
4,440
– – 0.05% 74
2022
Q2 		$239K Sell
4,440
-365
-8% -$20K 0.05% 92
2022
Q1 		$278K Buy
4,805
+175
+4% +$9.77K 0.05% 94
2021
Q4 		$278K Buy
4,630
+85
+2% +$4.86K 0.05% 93
2021
Q3 		$251K Buy
4,545
+210
+5% +$12K 0.05% 92
2021
Q2 		$237K Hold
4,335
– – 0.05% 94
2021
Q1 		$219K Hold
4,335
– – 0.05% 93
2020
Q4 		$213K Buy
+4,335
New +$205K 0.05% 90

Other funds holding IYH

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

Arbor Investment Advisors's IYH Position: Q2 2026 in Review

Arbor Investment Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 4,780 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #107.

Arbor Investment Advisors first reported a position in IYH in Q4 2020 and has held it in 22 quarters since. The position peaked at $324K in Q4 2025. 159 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Arbor Investment Advisors held 4,780 shares of iShares US Healthcare ETF worth $320K as of Q2 2026.
  • Arbor Investment Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.04% of Arbor Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Arbor Investment Advisors first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 22 quarters since.
  • Arbor Investment Advisors's iShares US Healthcare ETF position peaked at $324K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.