Commonwealth Equity Services
IYH icon

Commonwealth Equity Services’s iShares US Healthcare ETF IYH Stock Holding History

Commonwealth Equity Services’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 		$21.6M Sell
322,764
-27,269
-8% -$1.71M 0.03% 567
2026
Q1 		$21.6M Sell
350,033
-19,822
-5% -$1.28M 0.03% 537
2025
Q4 		$24.1M Sell
369,855
-94,864
-20% -$5.99M 0.03% 498
2025
Q3 		$27.3M Sell
464,719
-9,721
-2% -$554K 0.04% 462
2025
Q2 		$26.8M Sell
474,440
-31,794
-6% -$1.79M 0.04% 477
2025
Q1 		$30.8M Buy
506,234
+31,752
+7% +$1.94M 0.04% 407
2024
Q4 		$27.6M Buy
474,482
+86,007
+22% +$5.31M 0.04% 415
2024
Q3 		$25.3M Sell
388,475
-18,612
-5% -$1.19M 0.04% 449
2024
Q2 		$24.9M Buy
407,087
+12,689
+3% +$763K 0.04% 425
2024
Q1 		$24.4M Sell
394,398
-7,057
-2% -$424K 0.04% 428
2023
Q4 		$23M Sell
401,455
-42,405
-10% -$2.31M 0.04% 414
2023
Q3 		$24M Buy
443,860
+1,640
+0.4% +$91.7K 0.05% 349
2023
Q2 		$24.8M Buy
442,220
+12,035
+3% +$669K 0.05% 346
2023
Q1 		$23.5M Buy
430,185
+2,640
+0.6% +$145K 0.05% 345
2022
Q4 		$24.3M Buy
427,545
+8,090
+2% +$446K 0.06% 324
2022
Q3 		$21.2M Buy
419,455
+94,475
+29% +$5.1M 0.05% 321
2022
Q2 		$17.5M Buy
324,980
+7,460
+2% +$410K 0.05% 378
2022
Q1 		$18.3M Buy
317,520
+2,370
+0.8% +$132K 0.04% 399
2021
Q4 		$18.9M Buy
315,150
+1,415
+0.5% +$80.9K 0.04% 389
2021
Q3 		$17.3M Buy
313,735
+8,980
+3% +$514K 0.04% 387
2021
Q2 		$16.6M Buy
304,755
+5,735
+2% +$304K 0.04% 398
2021
Q1 		$15.1M Buy
299,020
+615
+0.2% +$30.9K 0.04% 400
2020
Q4 		$14.7M Buy
298,405
+38,435
+15% +$1.81M 0.04% 376
2020
Q3 		$11.8M Buy
259,970
+11,775
+5% +$533K 0.04% 390
2020
Q2 		$10.7M Buy
248,195
+12,655
+5% +$534K 0.04% 388
2020
Q1 		$8.85M Sell
235,540
-34,420
-13% -$1.42M 0.04% 383
2019
Q4 		$11.6M Buy
269,960
+2,350
+0.9% +$94.9K 0.04% 365
2019
Q3 		$10.1M Buy
267,610
+455
+0.2% +$17.5K 0.04% 380
2019
Q2 		$10.4M Sell
267,155
-7,685
-3% -$291K 0.05% 355
2019
Q1 		$10.7M Sell
274,840
-38,525
-12% -$1.46M 0.05% 343
2018
Q4 		$11.3M Buy
313,365
+87,850
+39% +$3.37M 0.06% 298
2018
Q3 		$9.15M Buy
225,515
+12,640
+6% +$488K 0.04% 371
2018
Q2 		$7.59M Sell
212,875
-9,590
-4% -$338K 0.04% 384
2018
Q1 		$7.68M Buy
222,465
+1,455
+0.7% +$52.4K 0.04% 358
2017
Q4 		$7.7M Sell
221,010
-12,250
-5% -$425K 0.04% 358
2017
Q3 		$8.02M Buy
233,260
+13,690
+6% +$461K 0.05% 325
2017
Q2 		$7.3M Buy
219,570
+10,900
+5% +$348K 0.05% 330
2017
Q1 		$6.5M Buy
208,670
+8,565
+4% +$261K 0.04% 351
2016
Q4 		$5.77M Sell
200,105
-360
-0.2% -$10.4K 0.04% 354
2016
Q3 		$6.02M Buy
200,465
+58,220
+41% +$1.78M 0.05% 329
2016
Q2 		$4.22M Sell
142,245
-600
-0.4% -$17.5K 0.04% 404
2016
Q1 		$4.01M Sell
142,845
-6,060
-4% -$168K 0.04% 409
2015
Q4 		$4.47M Buy
148,905
+17,915
+14% +$533K 0.04% 359
2015
Q3 		$3.67M Sell
130,990
-66,325
-34% -$2.07M 0.04% 390
2015
Q2 		$6.26M Sell
197,315
-3,385
-2% -$107K 0.06% 284
2015
Q1 		$6.19M Buy
200,700
+14,565
+8% +$440K 0.06% 264
2014
Q4 		$5.37M Sell
186,135
-42,740
-19% -$1.2M 0.06% 278
2014
Q3 		$6.15M Buy
228,875
+140,940
+160% +$3.71M 0.07% 240
2014
Q2 		$2.25M Sell
87,935
-37,285
-30% -$921K 0.03% 516
2014
Q1 		$3.08M Buy
125,220
+21,195
+20% +$516K 0.04% 364
2013
Q4 		$2.42M Buy
104,025
+17,335
+20% +$390K 0.04% 430
2013
Q3 		$1.85M Buy
86,690
+3,165
+4% +$67.1K 0.03% 478
2013
Q2 		$1.67M Buy
+83,525
New +$1.68M 0.03% 475

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

Commonwealth Equity Services's IYH Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares US Healthcare ETF (IYH) stake by 7.8% in Q2 2026, selling an estimated $1.71M and leaving 322,764 shares worth $21.6M. The position accounts for 0.03% of the portfolio, ranked #567.

Commonwealth Equity Services first reported a position in IYH in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.8M in Q1 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Commonwealth Equity Services held 322,764 shares of iShares US Healthcare ETF worth $21.6M as of Q2 2026.
  • Commonwealth Equity Services sold 27,269 iShares US Healthcare ETF shares in Q2 2026, an estimated $1.71M.
  • iShares US Healthcare ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #567 holding.
  • Commonwealth Equity Services first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's iShares US Healthcare ETF position peaked at $30.8M in Q1 2025.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.