Bailard’s iShares US Healthcare ETF IYH Stock Holding History

Bailard’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	$345K	Hold	5,150	–	–	0.01%	594
2026 Q1	$317K	Hold	5,150	–	–	0.01%	580
2025 Q4	$335K	Hold	5,150	–	–	0.01%	541
2025 Q3	$302K	Sell	5,150 -355	-6%	-$20.2K	0.01%	606
2025 Q2	$311K	Buy	5,505 +355	+7%	+$20K	0.01%	591
2025 Q1	$314K	Buy	+5,150	New	+$315K	0.01%	559

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

Bailard's IYH Position: Q2 2026 in Review

Bailard held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 5,150 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #594.

Bailard first reported a position in IYH in Q1 2025 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Bailard held 5,150 shares of iShares US Healthcare ETF worth $345K as of Q2 2026.
Bailard left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Bailard's portfolio in Q2 2026, its #594 holding.
Bailard first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 6 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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