Chas P. Smith & Associates (CPS)’s iShares US Healthcare ETF IYH Stock Holding History

Chas P. Smith & Associates (CPS)’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	$312K	Buy	+4,653	New	+$291K	0.02%	145

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

Chas P. Smith & Associates (CPS)'s IYH Position: Q2 2026 in Review

Chas P. Smith & Associates (CPS) opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 4,653 shares worth $312K. The stake represents 0.02% of the portfolio and ranks #145 among its holdings.

534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Chas P. Smith & Associates (CPS) held 4,653 shares of iShares US Healthcare ETF worth $312K as of Q2 2026.
iShares US Healthcare ETF was a new Chas P. Smith & Associates (CPS) position in Q2 2026.
iShares US Healthcare ETF made up 0.02% of Chas P. Smith & Associates (CPS)'s portfolio in Q2 2026, its #145 holding.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q2 2026, filed 11 Sep 2026.