Badgley Phelps Wealth Managers’s iShares US Healthcare ETF IYH Stock Holding History

Badgley Phelps Wealth Managers’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	$370K	Sell	5,526 -982	-15%	-$61.4K	0.01%	269
2026 Q1	$401K	Buy	6,508 +982	+18%	+$63.4K	0.01%	257
2025 Q4	$360K	Buy	5,526 +500	+10%	+$31.5K	0.01%	264
2025 Q3	$295K	Hold	5,026	–	–	0.01%	265
2025 Q2	$284K	Hold	5,026	–	–	0.01%	265
2025 Q1	$306K	Hold	5,026	–	–	0.01%	253
2024 Q4	$293K	Hold	5,026	–	–	0.01%	260
2024 Q3	$327K	Hold	5,026	–	–	0.01%	239
2024 Q2	$308K	Hold	5,026	–	–	0.01%	220
2024 Q1	$311K	Sell	5,026 -849	-14%	-$51.1K	0.01%	216
2023 Q4	$336K	Hold	5,875	–	–	0.01%	207
2023 Q3	$317K	Hold	5,875	–	–	0.01%	193
2023 Q2	$329K	Hold	5,875	–	–	0.01%	199
2023 Q1	$321K	Hold	5,875	–	–	0.01%	175
2022 Q4	$333K	Hold	5,875	–	–	0.01%	170
2022 Q3	$297K	Hold	5,875	–	–	0.01%	164
2022 Q2	$316K	Hold	5,875	–	–	0.01%	167
2022 Q1	$339K	Hold	5,875	–	–	0.01%	172
2021 Q4	$353K	Hold	5,875	–	–	0.01%	175
2021 Q3	$324K	Buy	+5,875	New	+$336K	0.01%	177

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Badgley Phelps Wealth Managers's IYH Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares US Healthcare ETF (IYH) stake by 15% in Q2 2026, selling an estimated $61.4K and leaving 5,526 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #269.

Badgley Phelps Wealth Managers first reported a position in IYH in Q3 2021 and has held it in 20 quarters since. The position peaked at $401K in Q1 2026. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Badgley Phelps Wealth Managers held 5,526 shares of iShares US Healthcare ETF worth $370K as of Q2 2026.
Badgley Phelps Wealth Managers sold 982 iShares US Healthcare ETF shares in Q2 2026, an estimated $61.4K.
iShares US Healthcare ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #269 holding.
Badgley Phelps Wealth Managers first reported a position in iShares US Healthcare ETF in Q3 2021 and has held it in 20 quarters since.
Badgley Phelps Wealth Managers's iShares US Healthcare ETF position peaked at $401K in Q1 2026.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.