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Cardiff Park Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Cardiff Park Advisors’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 		$322K Buy
4,806
+13
+0.3% +$813 0.03% 214
2026
Q1 		$295K Buy
4,793
+1,546
+48% +$99.9K 0.02% 232
2025
Q4 		$211K Buy
+3,247
New +$205K 0.02% 261

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

Cardiff Park Advisors's IYH Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares US Healthcare ETF (IYH) stake by 0.27% in Q2 2026, buying an estimated $813 and bringing the position to 4,806 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #214.

Cardiff Park Advisors first reported a position in IYH in Q4 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Cardiff Park Advisors held 4,806 shares of iShares US Healthcare ETF worth $322K as of Q2 2026.
  • Cardiff Park Advisors bought 13 iShares US Healthcare ETF shares in Q2 2026, an estimated $813.
  • iShares US Healthcare ETF made up 0.03% of Cardiff Park Advisors's portfolio in Q2 2026, its #214 holding.
  • Cardiff Park Advisors first reported a position in iShares US Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.