Blue Trust Inc’s iShares US Healthcare ETF IYH Stock Holding History

Blue Trust Inc’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	$11.7K	Hold	175	–	–	﹤0.01%	1820
2026 Q1	$10.8K	Buy	+175	New	+$11.3K	﹤0.01%	1817
2025 Q3	–	Sell	-381	Closed	-$21.5K	–	2625
2025 Q2	$21.5K	Buy	+381	New	+$21.5K	﹤0.01%	1656
2024 Q3	–	Sell	-35	Closed	-$2.17K	–	2956
2024 Q2	$2.17K	Hold	35	–	–	﹤0.01%	2426
2024 Q1	$2.17K	Hold	35	–	–	﹤0.01%	1811
2023 Q4	$2K	Sell	35 -865	-96%	-$47.1K	﹤0.01%	2159
2023 Q3	$50K	Hold	900	–	–	﹤0.01%	849
2023 Q2	$49K	Buy	900 +690	+329%	+$38.3K	﹤0.01%	701
2023 Q1	$12K	Sell	210 -210	-50%	-$11.5K	﹤0.01%	1544
2022 Q4	$21K	Buy	420 +35	+9%	+$1.93K	﹤0.01%	1276
2022 Q3	$20K	Buy	385 +175	+83%	+$9.45K	﹤0.01%	1091
2022 Q2	$12K	Buy	+210	New	+$11.5K	﹤0.01%	1142

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

Blue Trust Inc's IYH Position: Q2 2026 in Review

Blue Trust Inc held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 175 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Blue Trust Inc first reported a position in IYH in Q2 2022 and has held it in 12 quarters since. The position peaked at $50K in Q3 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Blue Trust Inc held 175 shares of iShares US Healthcare ETF worth $11.7K as of Q2 2026.
Blue Trust Inc left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1820 holding.
Blue Trust Inc first reported a position in iShares US Healthcare ETF in Q2 2022 and has held it in 12 quarters since.
Blue Trust Inc's iShares US Healthcare ETF position peaked at $50K in Q3 2023.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.