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Arkadios Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Arkadios Wealth 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 		$2.08M Sell
31,113
-266
-0.8% -$16.6K 0.03% 520
2026
Q1 		$1.93M Buy
31,379
+987
+3% +$63.8K 0.03% 519
2025
Q4 		$1.98M Buy
30,392
+7,954
+35% +$502K 0.04% 452
2025
Q3 		$1.32M Sell
22,438
-318
-1% -$18.1K 0.03% 534
2025
Q2 		$1.29M Buy
22,756
+1,922
+9% +$108K 0.04% 475
2025
Q1 		$1.27M Buy
20,834
+4,487
+27% +$274K 0.05% 392
2024
Q4 		$953K Sell
16,347
-83
-0.5% -$5.13K 0.05% 346
2024
Q3 		$1.07M Sell
16,430
-652
-4% -$41.7K 0.06% 306
2024
Q2 		$1.05M Buy
17,082
+6,282
+58% +$378K 0.07% 272
2024
Q1 		$669K Buy
10,800
+5
+0% +$301 0.05% 324
2023
Q4 		$618K Sell
10,795
-400
-4% -$21.8K 0.05% 319
2023
Q3 		$605K Sell
11,195
-310
-3% -$17.3K 0.06% 292
2023
Q2 		$645K Buy
11,505
+100
+0.9% +$5.56K 0.08% 254
2023
Q1 		$623K Buy
11,405
+15
+0.1% +$823 0.07% 262
2022
Q4 		$646K Buy
11,390
+705
+7% +$38.9K 0.09% 244
2022
Q3 		$541K Buy
10,685
+320
+3% +$17.3K 0.08% 257
2022
Q2 		$558K Buy
10,365
+830
+9% +$45.6K 0.08% 258
2022
Q1 		$551K Buy
9,535
+4,380
+85% +$245K 0.07% 292
2021
Q4 		$310K Buy
5,155
+1,010
+24% +$57.7K 0.04% 444
2021
Q3 		$228K Buy
4,145
+15
+0.4% +$858 0.03% 474
2021
Q2 		$225K Buy
4,130
+265
+7% +$14K 0.03% 505
2021
Q1 		$195K Sell
3,865
-3,745
-49% -$188K 0.03% 418
2020
Q4 		$374K Sell
7,610
-55
-0.7% -$2.6K 0.08% 227
2020
Q3 		$358K Buy
7,665
+40
+0.5% +$1.81K 0.18% 124
2020
Q2 		$339K Buy
7,625
+3,180
+72% +$134K 0.19% 120
2020
Q1 		$167K Sell
4,445
-780
-15% -$32.1K 0.11% 166
2019
Q4 		$230K Buy
+5,225
New +$211K 0.14% 137

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

Arkadios Wealth Advisors's IYH Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares US Healthcare ETF (IYH) stake by 0.85% in Q2 2026, selling an estimated $16.6K and leaving 31,113 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #520.

Arkadios Wealth Advisors first reported a position in IYH in Q4 2019 and has held it in 27 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Arkadios Wealth Advisors held 31,113 shares of iShares US Healthcare ETF worth $2.08M as of Q2 2026.
  • Arkadios Wealth Advisors sold 266 iShares US Healthcare ETF shares in Q2 2026, an estimated $16.6K.
  • iShares US Healthcare ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #520 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 27 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.