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Bartlett & Co Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Bartlett & Co Wealth Management’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 		$974K Hold
14,539
– – 0.01% 279
2026
Q1 		$886K Sell
14,539
-164
-1% -$10.6K 0.01% 284
2025
Q4 		$957K Sell
14,703
-296
-2% -$18.7K 0.01% 266
2025
Q3 		$881K Sell
14,999
-621
-4% -$35.4K 0.01% 274
2025
Q2 		$882K Sell
15,620
-352
-2% -$19.9K 0.01% 265
2025
Q1 		$973K Sell
15,972
-245
-2% -$15K 0.01% 253
2024
Q4 		$945K Sell
16,217
-156
-1% -$9.64K 0.01% 262
2024
Q3 		$1.06M Hold
16,373
– – 0.02% 245
2024
Q2 		$1M Sell
16,373
-412
-2% -$24.8K 0.02% 254
2024
Q1 		$1.04M Sell
16,785
-340
-2% -$20.4K 0.02% 261
2023
Q4 		$981K Buy
17,125
+710
+4% +$38.6K 0.02% 277
2023
Q3 		$890K Hold
16,415
– – 0.02% 274
2023
Q2 		$920K Sell
16,415
-905
-5% -$50.3K 0.02% 281
2023
Q1 		$946K Sell
17,320
-880
-5% -$48.3K 0.02% 232
2022
Q4 		$1.03M Hold
18,200
– – 0.02% 229
2022
Q3 		$921K Hold
18,200
– – 0.02% 225
2022
Q2 		$979K Hold
18,200
– – 0.02% 221
2022
Q1 		$1.05M Buy
18,200
+1,125
+7% +$62.8K 0.02% 227
2021
Q4 		$1.03M Buy
17,075
+300
+2% +$17.1K 0.02% 231
2021
Q3 		$926K Hold
16,775
– – 0.02% 211
2021
Q2 		$915K Buy
16,775
+1,000
+6% +$52.9K 0.02% 214
2021
Q1 		$796K Hold
15,775
– – 0.02% 217
2020
Q4 		$776K Buy
15,775
+1,670
+12% +$78.8K 0.02% 219
2020
Q3 		$641K Buy
14,105
+9,605
+213% +$435K 0.02% 224
2020
Q2 		$194K Buy
+4,500
New +$190K 0.01% 313
2019
Q3 		– Sell
-4,875
Closed -$190K – 909
2019
Q2 		$190K Sell
4,875
-250
-5% -$9.46K 0.01% 260
2019
Q1 		$199K Hold
5,125
– – 0.01% 254
2018
Q4 		$187K Buy
5,125
+1,375
+37% +$52.7K 0.01% 254
2018
Q3 		$153K Buy
3,750
+2,250
+150% +$86.8K 0.01% 284
2018
Q2 		$53.6K Buy
+1,500
New +$52.9K ﹤0.01% 415

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

Bartlett & Co Wealth Management's IYH Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 14,539 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #279.

Bartlett & Co Wealth Management first reported a position in IYH in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.06M in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Bartlett & Co Wealth Management held 14,539 shares of iShares US Healthcare ETF worth $974K as of Q2 2026.
  • Bartlett & Co Wealth Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2018 and has held it in 30 quarters since.
  • Bartlett & Co Wealth Management's iShares US Healthcare ETF position peaked at $1.06M in Q3 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.