Continuum Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Continuum Wealth 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	$320K	Hold	4,782	–	–	0.11%	63
2026 Q1	$295K	Sell	4,782 -1,553	-25%	-$100K	0.12%	57
2025 Q4	$412K	Hold	6,335	–	–	0.16%	52
2025 Q3	$372K	Hold	6,335	–	–	0.16%	48
2025 Q2	$358K	Sell	6,335 -325	-5%	-$18.3K	0.17%	43
2025 Q1	$406K	Hold	6,660	–	–	0.21%	34
2024 Q4	$388K	Hold	6,660	–	–	0.2%	36
2024 Q3	$433K	Hold	6,660	–	–	0.23%	36
2024 Q2	$408K	Hold	6,660	–	–	0.21%	34
2024 Q1	$412K	Hold	6,660	–	–	0.23%	36
2023 Q4	$381K	Hold	6,660	–	–	0.25%	31
2023 Q3	$360K	Hold	6,660	–	–	0.25%	32
2023 Q2	$373K	Sell	6,660 -910	-12%	-$50.6K	0.26%	30
2023 Q1	$413K	Sell	7,570 -16,905	-69%	-$928K	0.34%	21
2022 Q4	$1.39M	Buy	+24,475	New	+$1.35M	1.38%	14

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

Continuum Wealth Advisors's IYH Position: Q2 2026 in Review

Continuum Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 4,782 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #63.

Continuum Wealth Advisors first reported a position in IYH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q4 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Continuum Wealth Advisors held 4,782 shares of iShares US Healthcare ETF worth $320K as of Q2 2026.
Continuum Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.11% of Continuum Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Continuum Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's iShares US Healthcare ETF position peaked at $1.39M in Q4 2022.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.