EH
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Equitable Holdings’s iShares US Healthcare ETF IYH Stock Holding History

Equitable Holdings’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 		$5.34M Buy
79,645
+3,967
+5% +$248K 0.03% 435
2026
Q1 		$4.92M Sell
75,678
-64,124
-46% -$4.14M 0.03% 435
2025
Q4 		$9.1M Buy
139,802
+67,599
+94% +$4.27M 0.06% 249
2025
Q3 		$4.24M Sell
72,203
-2,614
-3% -$149K 0.03% 397
2025
Q2 		$4.23M Buy
74,817
+14,735
+25% +$831K 0.03% 369
2025
Q1 		$3.66M Buy
60,082
+17,303
+40% +$1.06M 0.03% 360
2024
Q4 		$2.49M Buy
42,779
+1,631
+4% +$101K 0.02% 427
2024
Q3 		$2.67M Sell
41,148
-8,504
-17% -$543K 0.03% 411
2024
Q2 		$3.04M Sell
49,652
-426
-0.9% -$25.6K 0.03% 362
2024
Q1 		$3.1M Buy
50,078
+2,403
+5% +$145K 0.03% 337
2023
Q4 		$2.73M Buy
47,675
+11,605
+32% +$632K 0.03% 335
2023
Q3 		$1.95M Sell
36,070
-5,930
-14% -$331K 0.03% 367
2023
Q2 		$2.35M Buy
42,000
+3,975
+10% +$221K 0.03% 317
2023
Q1 		$2.08M Buy
38,025
+1,400
+4% +$76.8K 0.03% 315
2022
Q4 		$2.08M Buy
36,625
+8,845
+32% +$488K 0.04% 292
2022
Q3 		$1.41M Buy
27,780
+16,345
+143% +$883K 0.03% 330
2022
Q2 		$615K Buy
11,435
+550
+5% +$30.2K 0.01% 512
2022
Q1 		$629K Sell
10,885
-660
-6% -$36.8K 0.01% 522
2021
Q4 		$694K Sell
11,545
-625
-5% -$35.7K 0.01% 486
2021
Q3 		$672K Sell
12,170
-125
-1% -$7.15K 0.01% 488
2021
Q2 		$671K Buy
12,295
+1,185
+11% +$62.7K 0.01% 469
2021
Q1 		$561K Sell
11,110
-5
-0% -$251 0.01% 481
2020
Q4 		$547K Sell
11,115
-1,370
-11% -$64.7K 0.01% 440
2020
Q3 		$567K Sell
12,485
-260
-2% -$11.8K 0.01% 393
2020
Q2 		$550K Buy
12,745
+495
+4% +$20.9K 0.02% 388
2020
Q1 		$460K Buy
12,250
+220
+2% +$9.05K 0.02% 380
2019
Q4 		$519K Buy
+12,030
New +$486K 0.02% 394

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

Equitable Holdings's IYH Position: Q2 2026 in Review

Equitable Holdings increased its iShares US Healthcare ETF (IYH) stake by 5.2% in Q2 2026, buying an estimated $248K and bringing the position to 79,645 shares worth $5.34M. The position accounts for 0.03% of the portfolio, ranked #435.

Equitable Holdings first reported a position in IYH in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.1M in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Equitable Holdings held 79,645 shares of iShares US Healthcare ETF worth $5.34M as of Q2 2026.
  • Equitable Holdings bought 3,967 iShares US Healthcare ETF shares in Q2 2026, an estimated $248K.
  • iShares US Healthcare ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #435 holding.
  • Equitable Holdings first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares US Healthcare ETF position peaked at $9.1M in Q4 2025.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.