Cerity Partners
IYH icon

Cerity Partners’s iShares US Healthcare ETF IYH Stock Holding History

Cerity Partners’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 		$1.03M Sell
15,416
-4,084
-21% -$256K ﹤0.01% 1985
2026
Q1 		$1.2M Buy
19,500
+1,870
+11% +$121K ﹤0.01% 1760
2025
Q4 		$1.15M Sell
17,630
-144
-0.8% -$9.09K ﹤0.01% 1646
2025
Q3 		$1.04M Buy
17,774
+274
+2% +$15.6K ﹤0.01% 1583
2025
Q2 		$988K Buy
17,500
+910
+5% +$51.3K ﹤0.01% 1527
2025
Q1 		$1.01M Buy
16,590
+5,128
+45% +$313K ﹤0.01% 1423
2024
Q4 		$668K Buy
11,462
+7,296
+175% +$451K ﹤0.01% 1606
2024
Q3 		$271K Sell
4,166
-7,345
-64% -$469K ﹤0.01% 2129
2024
Q2 		$705K Buy
11,511
+7,362
+177% +$443K ﹤0.01% 1383
2024
Q1 		$257K Buy
4,149
+4
+0.1% +$241 ﹤0.01% 1957
2023
Q4 		$237K Buy
+4,145
New +$226K ﹤0.01% 1642

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

Cerity Partners's IYH Position: Q2 2026 in Review

Cerity Partners reduced its iShares US Healthcare ETF (IYH) stake by 21% in Q2 2026, selling an estimated $256K and leaving 15,416 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Cerity Partners first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2026. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Cerity Partners held 15,416 shares of iShares US Healthcare ETF worth $1.03M as of Q2 2026.
  • Cerity Partners sold 4,084 iShares US Healthcare ETF shares in Q2 2026, an estimated $256K.
  • iShares US Healthcare ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1985 holding.
  • Cerity Partners first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
  • Cerity Partners's iShares US Healthcare ETF position peaked at $1.2M in Q1 2026.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.