Atlantic Edge Private Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Atlantic Edge Private Wealth Management’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	$159K	Hold	2,375	–	–	0.03%	156
2026 Q1	$146K	Hold	2,375	–	–	0.04%	151
2025 Q4	$155K	Hold	2,375	–	–	0.04%	147
2025 Q3	$139K	Hold	2,375	–	–	0.04%	156
2025 Q2	$134K	Sell	2,375 -50	-2%	-$2.82K	0.04%	151
2025 Q1	$148K	Hold	2,425	–	–	0.05%	137
2024 Q4	$141K	Hold	2,425	–	–	0.04%	144
2024 Q3	$158K	Hold	2,425	–	–	0.05%	138
2024 Q2	$149K	Hold	2,425	–	–	0.05%	142
2024 Q1	$150K	Hold	2,425	–	–	0.05%	140
2023 Q4	$139K	Buy	+2,425	New	+$132K	0.06%	139

Other funds holding IYH

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IYH Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 2,375 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #156.

Atlantic Edge Private Wealth Management first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,375 shares of iShares US Healthcare ETF worth $159K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #156 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
208 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.