Clifford Swan Investment Counsel’s iShares US Healthcare ETF IYH Stock Holding History

Clifford Swan Investment Counsel’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	$378K	Hold	5,647	–	–	0.01%	251
2026 Q1	$348K	Hold	5,647	–	–	0.01%	253
2025 Q4	$368K	Hold	5,647	–	–	0.01%	249
2025 Q3	$332K	Hold	5,647	–	–	0.01%	258
2025 Q2	$319K	Hold	5,647	–	–	0.01%	254
2025 Q1	$344K	Hold	5,647	–	–	0.01%	245
2024 Q4	$329K	Hold	5,647	–	–	0.01%	256
2024 Q3	$367K	Hold	5,647	–	–	0.01%	251
2024 Q2	$346K	Buy	5,647 +647	+13%	+$38.9K	0.01%	249
2024 Q1	$310K	Hold	5,000	–	–	0.01%	260
2023 Q4	$286K	Hold	5,000	–	–	0.01%	267
2023 Q3	$270K	Hold	5,000	–	–	0.01%	260
2023 Q2	$280K	Hold	5,000	–	–	0.01%	267
2023 Q1	$273K	Hold	5,000	–	–	0.01%	266
2022 Q4	$284K	Hold	5,000	–	–	0.01%	261
2022 Q3	$253K	Hold	5,000	–	–	0.01%	272
2022 Q2	$269K	Hold	5,000	–	–	0.01%	280
2022 Q1	$289K	Hold	5,000	–	–	0.01%	283
2021 Q4	$300K	Hold	5,000	–	–	0.01%	286
2021 Q3	$289K	Hold	5,000	–	–	0.01%	291
2021 Q2	$289K	Hold	5,000	–	–	0.01%	279
2021 Q1	$252K	Hold	5,000	–	–	0.01%	296
2020 Q4	$246K	Hold	5,000	–	–	0.01%	290
2020 Q3	$227K	Hold	5,000	–	–	0.01%	287
2020 Q2	$216K	Buy	+5,000	New	+$211K	0.01%	286
2020 Q1	–	Sell	-5,000	Closed	-$216K	–	313
2019 Q4	$216K	Buy	+5,000	New	+$202K	0.01%	302
2018 Q4	–	Sell	-5,500	Closed	-$223K	–	309
2018 Q3	$223K	Buy	+5,500	New	+$212K	0.01%	294

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

Clifford Swan Investment Counsel's IYH Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 5,647 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #251.

Clifford Swan Investment Counsel first reported a position in IYH in Q3 2018 and has held it in 27 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Clifford Swan Investment Counsel held 5,647 shares of iShares US Healthcare ETF worth $378K as of Q2 2026.
Clifford Swan Investment Counsel left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #251 holding.
Clifford Swan Investment Counsel first reported a position in iShares US Healthcare ETF in Q3 2018 and has held it in 27 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.