Claro Advisors
IYH icon

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
Q3 		$967K Sell
13,517
-126
-0.9% -$8.87K 0.09% 188
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

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Claro Advisors's IYH Position: Q3 2026 in Review

Claro Advisors reduced its iShares US Healthcare ETF (IYH) stake by 0.92% in Q3 2026, selling an estimated $8.87K and leaving 13,517 shares worth $967K. The position accounts for 0.09% of the portfolio, ranked #188.

Claro Advisors first reported a position in IYH in Q4 2018 and has held it in 7 quarters since. 429 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Claro Advisors held 13,517 shares of iShares US Healthcare ETF worth $967K as of Q3 2026.
  • Claro Advisors sold 126 iShares US Healthcare ETF shares in Q3 2026, an estimated $8.87K.
  • iShares US Healthcare ETF made up 0.09% of Claro Advisors's portfolio in Q3 2026, its #188 holding.
  • Claro Advisors first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 7 quarters since.
  • 429 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.