Bedel Financial Consulting’s iShares US Healthcare ETF IYH Stock Holding History

Bedel Financial Consulting’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	$223K	Hold	3,327	–	–	0.02%	289
2026 Q1	$205K	Hold	3,327	–	–	0.02%	288
2025 Q4	$217K	Buy	+3,327	New	+$210K	0.02%	270
2022 Q2	–	Sell	-1,325	Closed	-$77K	–	535
2022 Q1	$77K	Hold	1,325	–	–	0.02%	320
2021 Q4	$80K	Hold	1,325	–	–	0.02%	317
2021 Q3	$73K	Hold	1,325	–	–	0.03%	325
2021 Q2	$72K	Hold	1,325	–	–	0.03%	326
2021 Q1	$67K	Hold	1,325	–	–	0.03%	327
2020 Q4	$65K	Hold	1,325	–	–	0.03%	282
2020 Q3	$60K	Hold	1,325	–	–	0.03%	281
2020 Q2	$57K	Hold	1,325	–	–	0.03%	267
2020 Q1	$50K	Hold	1,325	–	–	0.03%	267
2019 Q4	$57K	Hold	1,325	–	–	0.03%	274
2019 Q3	$50K	Hold	1,325	–	–	0.03%	286
2019 Q2	$52K	Hold	1,325	–	–	0.03%	274
2019 Q1	$51K	Hold	1,325	–	–	0.03%	273
2018 Q4	$48K	Hold	1,325	–	–	0.03%	255
2018 Q3	$52K	Hold	1,325	–	–	0.03%	267
2018 Q2	$47K	Hold	1,325	–	–	0.03%	275
2018 Q1	$46K	Buy	+1,325	New	+$47.7K	0.04%	274

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

Bedel Financial Consulting's IYH Position: Q2 2026 in Review

Bedel Financial Consulting held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 3,327 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #289.

Bedel Financial Consulting first reported a position in IYH in Q1 2018 and has held it in 20 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Bedel Financial Consulting held 3,327 shares of iShares US Healthcare ETF worth $223K as of Q2 2026.
Bedel Financial Consulting left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #289 holding.
Bedel Financial Consulting first reported a position in iShares US Healthcare ETF in Q1 2018 and has held it in 20 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.