Compass Financial Management’s iShares US Healthcare ETF IYH Stock Holding History

Compass Financial Management’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	$744K	Buy	+10,924	New	+$683K	0.09%	216

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's IYH Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 10,924 shares worth $744K. The stake represents 0.09% of the portfolio and ranks #216 among its holdings.

502 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Compass Financial Management held 10,924 shares of iShares US Healthcare ETF worth $744K as of Q2 2026.
iShares US Healthcare ETF was a new Compass Financial Management position in Q2 2026.
iShares US Healthcare ETF made up 0.09% of Compass Financial Management's portfolio in Q2 2026, its #216 holding.
502 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.