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

Cresset 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	$1.09M	Buy	16,317 +3,409	+26%	+$213K	﹤0.01%	871
2026 Q1	$796K	Sell	12,908 -481	-4%	-$31.1K	﹤0.01%	882
2025 Q4	$872K	Buy	13,389 +3,379	+34%	+$213K	﹤0.01%	842
2025 Q3	$588K	Hold	10,010	–	–	﹤0.01%	949
2025 Q2	$565K	Sell	10,010 -1,677	-14%	-$94.6K	﹤0.01%	879
2025 Q1	$712K	Sell	11,687 -1,878	-14%	-$115K	﹤0.01%	912
2024 Q4	$790K	Sell	13,565 -4,182	-24%	-$258K	﹤0.01%	891
2024 Q3	$1.15M	Buy	17,747 +3,231	+22%	+$206K	﹤0.01%	1085
2024 Q2	$889K	Buy	14,516 +406	+3%	+$24.4K	﹤0.01%	1133
2024 Q1	$873K	Buy	14,110 +7,225	+105%	+$434K	﹤0.01%	1045
2023 Q4	$394K	Sell	6,885 -17,400	-72%	-$947K	﹤0.01%	1349
2023 Q3	$1.31M	Hold	24,285	–	–	0.01%	716
2023 Q2	$1.36M	Buy	24,285 +13,665	+129%	+$759K	﹤0.01%	794
2023 Q1	$580K	Buy	10,620 +4,145	+64%	+$227K	0.01%	455
2022 Q4	$280K	Buy	6,475 +2,175	+51%	+$120K	﹤0.01%	545
2022 Q3	$217K	Hold	4,300	–	–	﹤0.01%	770
2022 Q2	$231K	Buy	+4,300	New	+$236K	﹤0.01%	788

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

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

Cresset Asset Management increased its iShares US Healthcare ETF (IYH) stake by 26% in Q2 2026, buying an estimated $213K and bringing the position to 16,317 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Cresset Asset Management first reported a position in IYH in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.36M in Q2 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Cresset Asset Management held 16,317 shares of iShares US Healthcare ETF worth $1.09M as of Q2 2026.
Cresset Asset Management bought 3,409 iShares US Healthcare ETF shares in Q2 2026, an estimated $213K.
iShares US Healthcare ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #871 holding.
Cresset Asset Management first reported a position in iShares US Healthcare ETF in Q2 2022 and has held it in 17 quarters since.
Cresset Asset Management's iShares US Healthcare ETF position peaked at $1.36M in Q2 2023.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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