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Bank of Jackson Hole Trust’s iShares US Healthcare ETF IYH Stock Holding History

Bank of Jackson Hole Trust’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
-800
Closed -$49.3K – 238
2026
Q1 		$49.3K Buy
800
+300
+60% +$19.4K 0.02% 249
2025
Q4 		$32.5K Hold
500
– – 0.02% 281
2025
Q3 		$29.4K Hold
500
– – 0.01% 291
2025
Q2 		$28.2K Hold
500
– – 0.02% 286
2025
Q1 		$31.2K Hold
500
– – 0.02% 270
2024
Q4 		$29.1K Buy
+500
New +$30.9K 0.02% 274

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 of Jackson Hole Trust's IYH Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 800 shares — an estimated $49.3K sold.

Bank of Jackson Hole Trust first reported a position in IYH in Q4 2024 and held it in 6 quarters. The position peaked at $49.3K in Q1 2026. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 800 iShares US Healthcare ETF shares in Q2 2026, an estimated $49.3K.
  • Bank of Jackson Hole Trust first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's iShares US Healthcare ETF position peaked at $49.3K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.