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Brookwood Investment Group’s iShares US Healthcare ETF IYH Stock Holding History

Brookwood Investment Group’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 		$515K Sell
7,680
-261
-3% -$16.3K 0.06% 298
2026
Q1 		$489K Buy
7,941
+582
+8% +$37.6K 0.06% 289
2025
Q4 		$479K Sell
7,359
-105
-1% -$6.63K 0.06% 297
2025
Q3 		$438K Buy
7,464
+1,829
+32% +$104K 0.06% 290
2025
Q2 		$318K Hold
5,635
– – 0.05% 321
2025
Q1 		$343K Buy
+5,635
New +$344K 0.06% 291

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

Brookwood Investment Group's IYH Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares US Healthcare ETF (IYH) stake by 3.3% in Q2 2026, selling an estimated $16.3K and leaving 7,680 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #298.

Brookwood Investment Group first reported a position in IYH in Q1 2025 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Brookwood Investment Group held 7,680 shares of iShares US Healthcare ETF worth $515K as of Q2 2026.
  • Brookwood Investment Group sold 261 iShares US Healthcare ETF shares in Q2 2026, an estimated $16.3K.
  • iShares US Healthcare ETF made up 0.06% of Brookwood Investment Group's portfolio in Q2 2026, its #298 holding.
  • Brookwood Investment Group first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.