BDFN
IYH icon

Bond & Devick Financial Network’s iShares US Healthcare ETF IYH Stock Holding History

Bond & Devick Financial Network’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 		$884K Hold
13,188
– – 0.22% 71
2026
Q1 		$813K Sell
13,188
-300
-2% -$19.4K 0.23% 68
2025
Q4 		$878K Hold
13,488
– – 0.25% 59
2025
Q3 		$792K Sell
13,488
-1,975
-13% -$112K 0.24% 63
2025
Q2 		$873K Sell
15,463
-1,384
-8% -$78.1K 0.29% 57
2025
Q1 		$1.03M Buy
16,847
+26
+0.2% +$1.59K 0.37% 47
2024
Q4 		$1.09M Hold
16,821
– – 0.47% 40
2024
Q3 		$1.09M Sell
16,821
-114
-0.7% -$7.28K 0.47% 40
2024
Q2 		$1.04M Buy
16,935
+680
+4% +$40.9K 0.56% 32
2024
Q1 		$1.01M Buy
16,255
+225
+1% +$13.5K 0.55% 33
2023
Q4 		$918K Buy
16,030
+390
+2% +$21.2K 0.52% 37
2023
Q3 		$845K Buy
15,640
+175
+1% +$9.78K 0.54% 37
2023
Q2 		$867K Buy
15,465
+890
+6% +$49.5K 0.54% 34
2023
Q1 		$796K Sell
14,575
-10
-0.1% -$549 0.51% 42
2022
Q4 		$828K Buy
14,585
+630
+5% +$34.8K 0.59% 36
2022
Q3 		$706K Buy
13,955
+595
+4% +$32.1K 0.58% 40
2022
Q2 		$719K Sell
13,360
-275
-2% -$15.1K 0.63% 42
2022
Q1 		$788K Hold
13,635
– – 0.63% 41
2021
Q4 		$819K Buy
13,635
+155
+1% +$8.86K 0.61% 40
2021
Q3 		$744K Buy
13,480
+140
+1% +$8.01K 0.62% 39
2021
Q2 		$728K Hold
13,340
– – 0.6% 42
2021
Q1 		$674K Sell
13,340
-360
-3% -$18.1K 0.62% 41
2020
Q4 		$674K Buy
+13,700
New +$647K 0.77% 39

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

Bond & Devick Financial Network's IYH Position: Q2 2026 in Review

Bond & Devick Financial Network held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 13,188 shares worth $884K. The position accounts for 0.22% of the portfolio, ranked #71.

Bond & Devick Financial Network first reported a position in IYH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Bond & Devick Financial Network held 13,188 shares of iShares US Healthcare ETF worth $884K as of Q2 2026.
  • Bond & Devick Financial Network left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.22% of Bond & Devick Financial Network's portfolio in Q2 2026, its #71 holding.
  • Bond & Devick Financial Network first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 23 quarters since.
  • Bond & Devick Financial Network's iShares US Healthcare ETF position peaked at $1.09M in Q4 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.