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Cozad Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Cozad Asset 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 		$602K Hold
8,981
– – 0.04% 286
2026
Q1 		$554K Hold
8,981
– – 0.04% 291
2025
Q4 		$585K Hold
8,981
– – 0.05% 282
2025
Q3 		$527K Sell
8,981
-1,134
-11% -$64.6K 0.04% 293
2025
Q2 		$571K Hold
10,115
– – 0.05% 270
2025
Q1 		$616K Hold
10,115
– – 0.06% 243
2024
Q4 		$589K Hold
10,115
– – 0.06% 248
2024
Q3 		$657K Sell
10,115
-1,775
-15% -$113K 0.06% 234
2024
Q2 		$729K Hold
11,890
– – 0.07% 216
2024
Q1 		$736K Sell
11,890
-10
-0.1% -$601 0.08% 217
2023
Q4 		$681K Buy
11,900
+10
+0.1% +$544 0.08% 216
2023
Q3 		$642K Hold
11,890
– – 0.08% 214
2023
Q2 		$666K Hold
11,890
– – 0.08% 210
2023
Q1 		$649K Buy
11,890
+65
+0.5% +$3.57K 0.09% 208
2022
Q4 		$671K Hold
11,825
– – 0.09% 208
2022
Q3 		$598K Hold
11,825
– – 0.1% 198
2022
Q2 		$636K Hold
11,825
– – 0.1% 192
2022
Q1 		$683K Buy
11,825
+1,075
+10% +$60K 0.1% 198
2021
Q4 		$646K Hold
10,750
– – 0.09% 188
2021
Q3 		$593K Hold
10,750
– – 0.09% 191
2021
Q2 		$587K Buy
10,750
+5,175
+93% +$274K 0.09% 187
2021
Q1 		$281K Hold
5,575
– – 0.05% 287
2020
Q4 		$274K Hold
5,575
– – 0.05% 271
2020
Q3 		$253K Sell
5,575
-1,450
-21% -$65.6K 0.05% 279
2020
Q2 		$303K Buy
7,025
+1,325
+23% +$55.9K 0.06% 245
2020
Q1 		$214K Hold
5,700
– – 0.07% 191
2019
Q4 		$246K Hold
5,700
– – 0.07% 215
2019
Q3 		$216K Hold
5,700
– – 0.06% 225
2019
Q2 		$223K Hold
5,700
– – 0.06% 218
2019
Q1 		$221K Hold
5,700
– – 0.07% 221
2018
Q4 		$206K Sell
5,700
-675
-11% -$25.9K 0.07% 217
2018
Q3 		$259K Hold
6,375
– – 0.08% 203
2018
Q2 		$227K Buy
+6,375
New +$225K 0.07% 216

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

Cozad Asset Management's IYH Position: Q2 2026 in Review

Cozad Asset Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 8,981 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #286.

Cozad Asset Management first reported a position in IYH in Q2 2018 and has held it in 33 quarters since. The position peaked at $736K in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Cozad Asset Management held 8,981 shares of iShares US Healthcare ETF worth $602K as of Q2 2026.
  • Cozad Asset Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.04% of Cozad Asset Management's portfolio in Q2 2026, its #286 holding.
  • Cozad Asset Management first reported a position in iShares US Healthcare ETF in Q2 2018 and has held it in 33 quarters since.
  • Cozad Asset Management's iShares US Healthcare ETF position peaked at $736K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.