Bank Julius Baer & Co
IYH icon

Bank Julius Baer & Co’s iShares US Healthcare ETF IYH Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-3,950
Closed -$243K – 697
2026
Q1 		$243K Hold
3,950
– – ﹤0.01% 485
2025
Q4 		$257K Hold
3,950
– – ﹤0.01% 468
2025
Q3 		$232K Hold
3,950
– – ﹤0.01% 480
2025
Q2 		$223K Hold
3,950
– – ﹤0.01% 438
2025
Q1 		$241K Buy
3,950
+371
+10% +$22.7K ﹤0.01% 413
2024
Q4 		$230K Buy
3,579
+247
+7% +$15.3K ﹤0.01% 411
2024
Q3 		$257K Sell
3,332
-217
-6% -$13.9K ﹤0.01% 379
2024
Q2 		$242K Sell
3,549
-401
-10% -$24.1K ﹤0.01% 335
2024
Q1 		$245K Hold
3,950
– – ﹤0.01% 380
2023
Q4 		$226K Sell
3,950
-50
-1% -$2.72K ﹤0.01% 395
2023
Q3 		$216K Buy
4,000
+125
+3% +$6.99K ﹤0.01% 376
2023
Q2 		$217K Sell
3,875
-75
-2% -$4.17K ﹤0.01% 401
2023
Q1 		$216K Hold
3,950
– – ﹤0.01% 430
2022
Q4 		$224K Sell
3,950
-700
-15% -$38.6K ﹤0.01% 411
2022
Q3 		$235K Sell
4,650
-875
-16% -$47.3K ﹤0.01% 390
2022
Q2 		$297K Hold
5,525
– – ﹤0.01% 379
2022
Q1 		$319K Sell
5,525
-5,045
-48% -$282K ﹤0.01% 379
2021
Q4 		$635K Sell
10,570
-19,135
-64% -$1.09M ﹤0.01% 399
2021
Q3 		$1.64M Sell
29,705
-55
-0.2% -$3.15K 0.01% 273
2021
Q2 		$1.62M Buy
29,760
+75
+0.3% +$3.97K 0.01% 306
2021
Q1 		$1.5M Sell
29,685
-3,720
-11% -$187K 0.01% 295
2020
Q4 		$1.64M Buy
33,405
+4,855
+17% +$229K 0.01% 279
2020
Q3 		$1.3M Hold
28,550
– – 0.01% 268
2020
Q2 		$1.23M Hold
28,550
– – 0.01% 245
2020
Q1 		$1.07M Buy
+28,550
New +$1.17M 0.02% 218

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

Bank Julius Baer & Co's IYH Position: Q2 2026 in Review

Bank Julius Baer & Co sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 3,950 shares — an estimated $243K sold.

Bank Julius Baer & Co first reported a position in IYH in Q1 2020 and held it in 25 quarters. The position peaked at $1.64M in Q4 2020. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Bank Julius Baer & Co reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 3,950 iShares US Healthcare ETF shares in Q2 2026, an estimated $243K.
  • Bank Julius Baer & Co first reported a position in iShares US Healthcare ETF in Q1 2020 and held it in 25 quarters.
  • Bank Julius Baer & Co's iShares US Healthcare ETF position peaked at $1.64M in Q4 2020.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.