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Axxcess Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Axxcess 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 		$767K Buy
+11,453
New +$717K 0.01% 596
2026
Q1 		– Sell
-11,653
Closed -$759K – 715
2025
Q4 		$759K Buy
11,653
+50
+0.4% +$3.15K 0.01% 570
2025
Q3 		$681K Sell
11,603
-25
-0.2% -$1.42K 0.01% 543
2025
Q2 		$657K Sell
11,628
-250
-2% -$14.1K 0.02% 527
2025
Q1 		$723K Buy
11,878
+503
+4% +$30.7K 0.02% 470
2024
Q4 		$663K Hold
11,375
– – 0.02% 488
2024
Q3 		$739K Hold
11,375
– – 0.02% 464
2024
Q2 		$697K Buy
11,375
+675
+6% +$40.6K 0.02% 454
2024
Q1 		$662K Buy
+10,700
New +$643K 0.02% 471
2023
Q2 		– Sell
-4,180
Closed -$228K – 647
2023
Q1 		$228K Buy
+4,180
New +$229K 0.02% 551

Other funds holding IYH

OC
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

Axxcess Wealth Management's IYH Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 11,453 shares worth $767K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IYH as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IYH in Q1 2023 and has held it in 10 quarters since. 296 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Axxcess Wealth Management held 11,453 shares of iShares US Healthcare ETF worth $767K as of Q2 2026.
  • iShares US Healthcare ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares US Healthcare ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #596 holding.
  • Axxcess Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 10 quarters since.
  • 296 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.