DHJJ Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

DHJJ Financial Advisors’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	$83.8K	Hold	1,250	–	–	0.02%	333
2026 Q1	$77K	Hold	1,250	–	–	0.03%	321
2025 Q4	$81.4K	Hold	1,250	–	–	0.03%	304
2025 Q3	$73.4K	Hold	1,250	–	–	0.02%	303
2025 Q2	$70.6K	Hold	1,250	–	–	0.03%	298
2025 Q1	$76.1K	Hold	1,250	–	–	0.03%	261
2024 Q4	$72.8K	Hold	1,250	–	–	0.03%	255
2024 Q3	$81.3K	Hold	1,250	–	–	0.03%	243
2024 Q2	$76.6K	Hold	1,250	–	–	0.03%	230
2024 Q1	$77.4K	Hold	1,250	–	–	0.03%	221
2023 Q4	$71.6K	Hold	1,250	–	–	0.03%	217
2023 Q3	$67.5K	Buy	+1,250	New	+$69.9K	0.03%	217

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

DHJJ Financial Advisors's IYH Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 1,250 shares worth $83.8K. The position accounts for 0.02% of the portfolio, ranked #333.

DHJJ Financial Advisors first reported a position in IYH in Q3 2023 and has held it in 12 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

DHJJ Financial Advisors held 1,250 shares of iShares US Healthcare ETF worth $83.8K as of Q2 2026.
DHJJ Financial Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #333 holding.
DHJJ Financial Advisors first reported a position in iShares US Healthcare ETF in Q3 2023 and has held it in 12 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.