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

Chicago Partners 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 		$330K Buy
4,853
+7
+0.1% +$438 0.01% 1190
2026
Q1 		$299K Buy
4,846
+11
+0.2% +$711 0.01% 1141
2025
Q4 		$320K Buy
4,835
+9
+0.2% +$568 0.01% 993
2025
Q3 		$296K Buy
4,826
+8
+0.2% +$456 0.01% 960
2025
Q2 		$276K Buy
4,818
+7
+0.1% +$395 0.01% 881
2025
Q1 		$271K Buy
4,811
+6
+0.1% +$367 0.01% 729
2024
Q4 		$286K Sell
4,805
-146
-3% -$9.02K 0.01% 679
2024
Q3 		$315K Buy
4,951
+162
+3% +$10.4K 0.01% 608
2024
Q2 		$302K Buy
4,789
+5
+0.1% +$301 0.01% 589
2024
Q1 		$283K Buy
4,784
+4
+0.1% +$241 0.01% 588
2023
Q4 		$278K Buy
4,780
+25
+0.5% +$1.36K 0.01% 560
2023
Q3 		$253K Buy
4,755
+10
+0.2% +$559 0.01% 546
2023
Q2 		$266K Buy
4,745
+5
+0.1% +$278 0.01% 557
2023
Q1 		$270K Buy
4,740
+110
+2% +$6.04K 0.02% 527
2022
Q4 		$259K Buy
4,630
+5
+0.1% +$276 0.02% 515
2022
Q3 		$254K Buy
4,625
+490
+12% +$26.5K 0.02% 473
2022
Q2 		$230K Buy
4,135
+5
+0.1% +$274 0.02% 505
2022
Q1 		$221K Buy
4,130
+5
+0.1% +$279 0.02% 492
2021
Q4 		$225K Buy
4,125
+5
+0.1% +$286 0.02% 500
2021
Q3 		$237K Buy
4,120
+5
+0.1% +$286 0.02% 500
2021
Q2 		$232K Buy
4,115
+5
+0.1% +$265 0.02% 475
2021
Q1 		$220K Buy
4,110
+5
+0.1% +$251 0.02% 465
2020
Q4 		$210K Buy
+4,105
New +$194K 0.02% 432
2018
Q4 		– Sell
-2,000
Closed -$74K – 629
2018
Q3 		$74K Hold
2,000
– – 0.01% 461
2018
Q2 		$71K Hold
2,000
– – 0.01% 432
2018
Q1 		$69K Hold
2,000
– – 0.01% 407
2017
Q4 		$70K Hold
2,000
– – 0.01% 409
2017
Q3 		$69K Hold
2,000
– – 0.01% 390
2017
Q2 		$58K Hold
2,000
– – 0.02% 359
2017
Q1 		$62K Buy
+2,000
New +$61K 0.02% 294

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

Chicago Partners Investment Group's IYH Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares US Healthcare ETF (IYH) stake by 0.14% in Q2 2026, buying an estimated $438 and bringing the position to 4,853 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #1190.

Chicago Partners Investment Group first reported a position in IYH in Q1 2017 and has held it in 30 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Chicago Partners Investment Group held 4,853 shares of iShares US Healthcare ETF worth $330K as of Q2 2026.
  • Chicago Partners Investment Group bought 7 iShares US Healthcare ETF shares in Q2 2026, an estimated $438.
  • iShares US Healthcare ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1190 holding.
  • Chicago Partners Investment Group first reported a position in iShares US Healthcare ETF in Q1 2017 and has held it in 30 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.