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Claro Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Claro 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 		$914K Buy
13,643
+703
+5% +$44K 0.1% 176
2026
Q1 		$798K Buy
12,940
+609
+5% +$39.3K 0.1% 175
2025
Q4 		$803K Buy
12,331
+78
+0.6% +$4.92K 0.11% 165
2025
Q3 		$719K Buy
12,253
+764
+7% +$43.5K 0.1% 173
2025
Q2 		$649K Buy
+11,489
New +$648K 0.11% 173
2019
Q1 		– Sell
-175
Closed -$7K – 563
2018
Q4 		$7K Buy
+175
New +$6.71K 0.01% 739

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

Claro Advisors's IYH Position: Q2 2026 in Review

Claro Advisors increased its iShares US Healthcare ETF (IYH) stake by 5.4% in Q2 2026, buying an estimated $44K and bringing the position to 13,643 shares worth $914K. The position accounts for 0.1% of the portfolio, ranked #176.

Claro Advisors first reported a position in IYH in Q4 2018 and has held it in 6 quarters since. 530 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Claro Advisors held 13,643 shares of iShares US Healthcare ETF worth $914K as of Q2 2026.
  • Claro Advisors bought 703 iShares US Healthcare ETF shares in Q2 2026, an estimated $44K.
  • iShares US Healthcare ETF made up 0.1% of Claro Advisors's portfolio in Q2 2026, its #176 holding.
  • Claro Advisors first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 6 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.