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Arrien Investments’s iShares US Healthcare ETF IYH Stock Holding History

Arrien Investments’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 		– Sell
-3,812
Closed -$235K – 45
2026
Q1 		$235K Sell
3,812
-91
-2% -$5.88K 0.13% 41
2025
Q4 		$254K Sell
3,903
-2,455
-39% -$155K 0.14% 38
2025
Q3 		$373K Sell
6,358
-16,370
-72% -$932K 0.22% 27
2025
Q2 		$1.28M Sell
22,728
-9,368
-29% -$528K 0.81% 18
2025
Q1 		$1.95M Buy
32,096
+49
+0.2% +$2.99K 1.4% 14
2024
Q4 		$2M Sell
32,047
-17,643
-36% -$1.09M 1.42% 14
2024
Q3 		$3.23M Sell
49,690
-1,788
-3% -$114K 2.33% 12
2024
Q2 		$3.15M Sell
51,478
-1,525
-3% -$91.7K 2.47% 11
2024
Q1 		$3.28M Buy
53,003
+40,048
+309% +$2.41M 2.59% 11
2023
Q4 		$742K Sell
12,955
-1,840
-12% -$100K 0.65% 21
2023
Q3 		$799K Sell
14,795
-540
-4% -$30.2K 0.75% 18
2023
Q2 		$860K Buy
15,335
+3,630
+31% +$202K 0.73% 17
2023
Q1 		$639K Buy
+11,705
New +$642K 0.62% 19

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

Arrien Investments's IYH Position: Q2 2026 in Review

Arrien Investments sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 3,812 shares — an estimated $235K sold.

Arrien Investments first reported a position in IYH in Q1 2023 and held it in 13 quarters. The position peaked at $3.28M in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Arrien Investments reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Arrien Investments sold 3,812 iShares US Healthcare ETF shares in Q2 2026, an estimated $235K.
  • Arrien Investments first reported a position in iShares US Healthcare ETF in Q1 2023 and held it in 13 quarters.
  • Arrien Investments's iShares US Healthcare ETF position peaked at $3.28M in Q1 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.