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Continuum Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Continuum Advisory’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 		$35.9K Buy
+535
New +$33.5K ﹤0.01% 879
2025
Q2 		– Sell
-1,163
Closed -$70.8K – 1018
2025
Q1 		$70.8K Sell
1,163
-37
-3% -$2.26K 0.01% 588
2024
Q4 		$69.9K Hold
1,200
– – 0.01% 589
2024
Q3 		$73.2K Hold
1,200
– – 0.01% 583
2024
Q2 		$73.5K Hold
1,200
– – 0.01% 551
2024
Q1 		$72.3K Buy
+1,200
New +$72.2K 0.01% 541

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

Continuum Advisory's IYH Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 535 shares worth $35.9K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IYH as recently as Q1 2025.

Continuum Advisory first reported a position in IYH in Q1 2024 and has held it in 6 quarters since. The position peaked at $73.5K in Q2 2024. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Continuum Advisory held 535 shares of iShares US Healthcare ETF worth $35.9K as of Q2 2026.
  • iShares US Healthcare ETF was a new Continuum Advisory position in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #879 holding.
  • Continuum Advisory first reported a position in iShares US Healthcare ETF in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's iShares US Healthcare ETF position peaked at $73.5K in Q2 2024.
  • 533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.