Baird Financial Group
IYH icon

Baird Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Baird Financial Group’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 		$467K Buy
6,965
+1,303
+23% +$81.5K ﹤0.01% 1570
2026
Q1 		$349K Buy
5,662
+40
+0.7% +$2.58K ﹤0.01% 1592
2025
Q4 		$366K Buy
5,622
+10
+0.2% +$631 ﹤0.01% 1579
2025
Q3 		$330K Sell
5,612
-14,775
-72% -$842K ﹤0.01% 1604
2025
Q2 		$1.15M Sell
20,387
-4,268
-17% -$241K ﹤0.01% 1177
2025
Q1 		$1.5M Sell
24,655
-2,555
-9% -$156K ﹤0.01% 1054
2024
Q4 		$1.59M Sell
27,210
-1,535
-5% -$94.8K ﹤0.01% 1037
2024
Q3 		$1.87M Buy
28,745
+780
+3% +$49.8K ﹤0.01% 980
2024
Q2 		$1.71M Sell
27,965
-1,726
-6% -$104K ﹤0.01% 1004
2024
Q1 		$1.84M Sell
29,691
-9,374
-24% -$564K ﹤0.01% 979
2023
Q4 		$2.24M Sell
39,065
-520
-1% -$28.3K 0.01% 898
2023
Q3 		$2.14M Buy
39,585
+520
+1% +$29.1K 0.01% 881
2023
Q2 		$2.19M Buy
39,065
+22,625
+138% +$1.26M 0.01% 884
2023
Q1 		$898K Buy
16,440
+480
+3% +$26.3K ﹤0.01% 1121
2022
Q4 		$906K Buy
15,960
+8,145
+104% +$449K ﹤0.01% 1095
2022
Q3 		$395K Sell
7,815
-425
-5% -$23K ﹤0.01% 1360
2022
Q2 		$443K Sell
8,240
-5
-0.1% -$274 ﹤0.01% 1390
2022
Q1 		$476K Sell
8,245
-3,525
-30% -$197K ﹤0.01% 1427
2021
Q4 		$707K Buy
11,770
+2,220
+23% +$127K ﹤0.01% 1328
2021
Q3 		$527K Buy
9,550
+2,735
+40% +$156K ﹤0.01% 1446
2021
Q2 		$372K Sell
6,815
-200
-3% -$10.6K ﹤0.01% 1509
2021
Q1 		$354K Sell
7,015
-2,730
-28% -$137K ﹤0.01% 1466
2020
Q4 		$479K Buy
9,745
+270
+3% +$12.7K ﹤0.01% 1237
2020
Q3 		$431K Sell
9,475
-10,365
-52% -$469K ﹤0.01% 1208
2020
Q2 		$855K Buy
+19,840
New +$837K ﹤0.01% 975
2018
Q1 		– Sell
-11,240
Closed -$392K – 1270
2017
Q4 		$392K Buy
+11,240
New +$390K ﹤0.01% 1073
2016
Q2 		– Sell
-17,950
Closed -$505K – 1228
2016
Q1 		$505K Buy
+17,950
New +$497K ﹤0.01% 916

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

Baird Financial Group's IYH Position: Q2 2026 in Review

Baird Financial Group increased its iShares US Healthcare ETF (IYH) stake by 23% in Q2 2026, buying an estimated $81.5K and bringing the position to 6,965 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Baird Financial Group first reported a position in IYH in Q1 2016 and has held it in 27 quarters since. The position peaked at $2.24M in Q4 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Baird Financial Group held 6,965 shares of iShares US Healthcare ETF worth $467K as of Q2 2026.
  • Baird Financial Group bought 1,303 iShares US Healthcare ETF shares in Q2 2026, an estimated $81.5K.
  • iShares US Healthcare ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1570 holding.
  • Baird Financial Group first reported a position in iShares US Healthcare ETF in Q1 2016 and has held it in 27 quarters since.
  • Baird Financial Group's iShares US Healthcare ETF position peaked at $2.24M in Q4 2023.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.