Concurrent Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Concurrent Investment 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	$11M	Buy	163,818 +15,232	+10%	+$953K	0.09%	236
2026 Q1	$9.16M	Buy	148,586 +12,138	+9%	+$784K	0.1%	224
2025 Q4	$8.88M	Buy	136,448 +125,910	+1,195%	+$7.94M	0.1%	213
2025 Q3	$619K	Sell	10,538 -729	-6%	-$41.5K	0.01%	826
2025 Q2	$636K	Sell	11,267 -3,978	-26%	-$224K	0.01%	760
2025 Q1	$928K	Buy	15,245 +10,209	+203%	+$624K	0.02%	566
2024 Q4	$293K	Sell	5,036 -410	-8%	-$25.3K	0.01%	837
2024 Q3	$354K	Buy	5,446 +186	+4%	+$11.9K	0.01%	724
2024 Q2	$322K	Sell	5,260 -1,399	-21%	-$84.2K	0.01%	716
2024 Q1	$412K	Buy	6,659 +319	+5%	+$19.2K	0.02%	597
2023 Q4	$363K	Buy	+6,340	New	+$345K	0.02%	585

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

Concurrent Investment Advisors's IYH Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares US Healthcare ETF (IYH) stake by 10% in Q2 2026, buying an estimated $953K and bringing the position to 163,818 shares worth $11M. The position accounts for 0.09% of the portfolio, ranked #236.

Concurrent Investment Advisors first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Concurrent Investment Advisors held 163,818 shares of iShares US Healthcare ETF worth $11M as of Q2 2026.
Concurrent Investment Advisors bought 15,232 iShares US Healthcare ETF shares in Q2 2026, an estimated $953K.
iShares US Healthcare ETF made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #236 holding.
Concurrent Investment Advisors first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.