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IYH icon

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

Curio 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 		– Sell
-5
Closed -$312 – 611
2026
Q1 		$312 Hold
5
– – ﹤0.01% 631
2025
Q4 		$332 Buy
+5
New +$315 ﹤0.01% 412
2025
Q3 		– Sell
-5
Closed -$283 – 325
2025
Q2 		$283 Buy
5
+4
+400% +$226 ﹤0.01% 324
2025
Q1 		$291 Buy
+1
New +$61 ﹤0.01% 360

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

Curio Wealth's IYH Position: Q2 2026 in Review

Curio Wealth sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 5 shares — an estimated $312 sold.

Curio Wealth first reported a position in IYH in Q1 2025 and held it in 4 quarters. The position peaked at $332 in Q4 2025. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Curio Wealth reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 5 iShares US Healthcare ETF shares in Q2 2026, an estimated $312.
  • Curio Wealth first reported a position in iShares US Healthcare ETF in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's iShares US Healthcare ETF position peaked at $332 in Q4 2025.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.