Bellevue Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Bellevue Asset 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	$33.5K	Hold	500	–	–	0.02%	216
2026 Q1	$30.8K	Hold	500	–	–	0.02%	212
2025 Q4	$32.5K	Hold	500	–	–	0.01%	200
2025 Q3	$29.4K	Hold	500	–	–	0.01%	208
2025 Q2	$28.2K	Hold	500	–	–	0.01%	210
2025 Q1	$30.4K	Hold	500	–	–	0.02%	197
2024 Q4	$29.1K	Hold	500	–	–	0.02%	206
2024 Q3	$32.5K	Hold	500	–	–	0.02%	192
2024 Q2	$30.6K	Hold	500	–	–	0.02%	191
2024 Q1	$30.9K	Hold	500	–	–	0.02%	191
2023 Q4	$28.6K	Hold	500	–	–	0.03%	197
2023 Q3	$27K	Hold	500	–	–	0.02%	194
2023 Q2	$28K	Hold	500	–	–	0.02%	200
2023 Q1	$27.3K	Hold	500	–	–	0.02%	201
2022 Q4	$28.1K	Hold	500	–	–	0.02%	199
2022 Q3	$26K	Hold	500	–	–	0.02%	208
2022 Q2	$27K	Hold	500	–	–	0.02%	213
2022 Q1	$29K	Hold	500	–	–	0.02%	229
2021 Q4	$30K	Hold	500	–	–	0.02%	228
2021 Q3	$28K	Hold	500	–	–	0.02%	237
2021 Q2	$27K	Hold	500	–	–	0.02%	252
2021 Q1	$25K	Hold	500	–	–	0.02%	262
2020 Q4	$26K	Hold	500	–	–	0.02%	247
2020 Q3	$23K	Hold	500	–	–	0.02%	246
2020 Q2	$22K	Hold	500	–	–	0.02%	255
2020 Q1	$22K	Hold	500	–	–	0.02%	252
2019 Q4	$22K	Buy	+500	New	+$20.2K	0.02%	247

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

Bellevue Asset Management's IYH Position: Q2 2026 in Review

Bellevue Asset Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 500 shares worth $33.5K. The position accounts for 0.02% of the portfolio, ranked #216.

Bellevue Asset Management first reported a position in IYH in Q4 2019 and has held it in 27 quarters since. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Bellevue Asset Management held 500 shares of iShares US Healthcare ETF worth $33.5K as of Q2 2026.
Bellevue Asset Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #216 holding.
Bellevue Asset Management first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 27 quarters since.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.