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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

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

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. 534 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.
  • 534 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.