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IYH icon

CreativeOne Wealth’s iShares US Healthcare ETF IYH Stock Holding History

CreativeOne Wealth’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 		$2.41M Buy
35,947
+28,628
+391% +$1.79M 0.05% 322
2026
Q1 		$451K Sell
7,319
-3,868
-35% -$250K 0.01% 844
2025
Q4 		$728K Buy
11,187
+5,697
+104% +$359K 0.02% 661
2025
Q3 		$322K Sell
5,490
-248
-4% -$14.1K 0.01% 923
2025
Q2 		$324K Sell
5,738
-2,448
-30% -$138K 0.01% 895
2025
Q1 		$498K Sell
8,186
-2,253
-22% -$138K 0.01% 690
2024
Q4 		$608K Buy
10,439
+672
+7% +$41.5K 0.02% 634
2024
Q3 		$635K Buy
9,767
+4,823
+98% +$308K 0.02% 556
2024
Q2 		$303K Sell
4,944
-4,983
-50% -$300K 0.02% 619
2024
Q1 		$614K Buy
9,927
+5,752
+138% +$346K 0.02% 506
2023
Q4 		$239K Sell
4,175
-3,990
-49% -$217K 0.02% 564
2023
Q3 		$441K Sell
8,165
-255
-3% -$14.3K 0.03% 356
2023
Q2 		$472K Buy
8,420
+870
+12% +$48.3K 0.02% 511
2023
Q1 		$412K Buy
7,550
+2,285
+43% +$125K 0.02% 522
2022
Q4 		$299K Buy
5,265
+310
+6% +$17.1K 0.02% 570
2022
Q3 		$250K Buy
+4,955
New +$268K 0.02% 602
2022
Q1 		– Sell
-3,545
Closed -$213K – 774
2021
Q4 		$213K Buy
+3,545
New +$203K 0.01% 703

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

CreativeOne Wealth's IYH Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares US Healthcare ETF (IYH) stake by 391% in Q2 2026, buying an estimated $1.79M and bringing the position to 35,947 shares worth $2.41M. The position accounts for 0.05% of the portfolio, ranked #322.

CreativeOne Wealth first reported a position in IYH in Q4 2021 and has held it in 17 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • CreativeOne Wealth held 35,947 shares of iShares US Healthcare ETF worth $2.41M as of Q2 2026.
  • CreativeOne Wealth bought 28,628 iShares US Healthcare ETF shares in Q2 2026, an estimated $1.79M.
  • iShares US Healthcare ETF made up 0.05% of CreativeOne Wealth's portfolio in Q2 2026, its #322 holding.
  • CreativeOne Wealth first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 17 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.