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

Clearstead 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	$297K	Hold	4,428	–	–	﹤0.01%	932
2026 Q1	$273K	Buy	4,428 +386	+10%	+$24.9K	﹤0.01%	895
2025 Q4	$263K	Sell	4,042 -517	-11%	-$32.6K	﹤0.01%	854
2025 Q3	$268K	Hold	4,559	–	–	﹤0.01%	807
2025 Q2	$257K	Sell	4,559 -200	-4%	-$11.3K	﹤0.01%	819
2025 Q1	$290K	Sell	4,759 -825	-15%	-$50.4K	﹤0.01%	721
2024 Q4	$325K	Buy	5,584 +4,759	+577%	+$294K	﹤0.01%	692
2024 Q3	$53.6K	Sell	825 -2,946	-78%	-$188K	﹤0.01%	1192
2024 Q2	$231K	Buy	+3,771	New	+$227K	﹤0.01%	773

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

Clearstead Advisors's IYH Position: Q2 2026 in Review

Clearstead Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 4,428 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Clearstead Advisors first reported a position in IYH in Q2 2024 and has held it in 9 quarters since. The position peaked at $325K in Q4 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Clearstead Advisors held 4,428 shares of iShares US Healthcare ETF worth $297K as of Q2 2026.
Clearstead Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #932 holding.
Clearstead Advisors first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's iShares US Healthcare ETF position peaked at $325K in Q4 2024.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.