Daymark Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Daymark Wealth Partners’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	$619K	Buy	9,231 +479	+5%	+$30K	0.02%	430
2026 Q1	$539K	Buy	8,752 +3	+0%	+$194	0.02%	407
2025 Q4	$570K	Buy	8,749 +2	+0%	+$126	0.02%	366
2025 Q3	$514K	Buy	8,747 +2	+0%	+$114	0.02%	370
2025 Q2	$494K	Sell	8,745 -48	-0.5%	-$2.71K	0.02%	356
2025 Q1	$535K	Buy	8,793 +2	+0%	+$122	0.02%	321
2024 Q4	$512K	Sell	8,791 -722	-8%	-$44.6K	0.02%	313
2024 Q3	$618K	Sell	9,513 -666	-7%	-$42.6K	0.03%	305
2024 Q2	$624K	Buy	10,179 +2,094	+26%	+$126K	0.03%	297
2024 Q1	$500K	Hold	8,085	–	–	0.03%	266
2023 Q4	$463K	Hold	8,085	–	–	0.03%	265
2023 Q3	$437K	Buy	+8,085	New	+$452K	0.03%	255

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

Daymark Wealth Partners's IYH Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares US Healthcare ETF (IYH) stake by 5.5% in Q2 2026, buying an estimated $30K and bringing the position to 9,231 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #430.

Daymark Wealth Partners first reported a position in IYH in Q3 2023 and has held it in 12 quarters since. The position peaked at $624K in Q2 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Daymark Wealth Partners held 9,231 shares of iShares US Healthcare ETF worth $619K as of Q2 2026.
Daymark Wealth Partners bought 479 iShares US Healthcare ETF shares in Q2 2026, an estimated $30K.
iShares US Healthcare ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #430 holding.
Daymark Wealth Partners first reported a position in iShares US Healthcare ETF in Q3 2023 and has held it in 12 quarters since.
Daymark Wealth Partners's iShares US Healthcare ETF position peaked at $624K in Q2 2024.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.