COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Healthcare ETF IYH Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$744K	Buy	+10,924	New	+$683K	0.09%	216

Other funds holding IYH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IYH Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 10,924 shares worth $744K. The stake represents 0.09% of the portfolio and ranks #216 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 10,924 shares of iShares US Healthcare ETF worth $744K as of Q2 2026.
iShares US Healthcare ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Healthcare ETF made up 0.09% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #216 holding.
416 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.