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Essex LLC’s iShares US Healthcare ETF IYH Stock Holding History

Essex LLC’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 		$2.29M Sell
34,140
-981
-3% -$61.4K 0.35% 49
2026
Q1 		$2.16M Buy
35,121
+909
+3% +$58.7K 0.38% 54
2025
Q4 		$2.23M Sell
34,212
-53
-0.2% -$3.34K 0.39% 48
2025
Q3 		$2.01M Sell
34,265
-513
-1% -$29.2K 0.36% 55
2025
Q2 		$1.96M Buy
34,778
+3,862
+12% +$218K 0.39% 54
2025
Q1 		$1.88M Sell
30,916
-167
-0.5% -$10.2K 0.41% 56
2024
Q4 		$1.81M Sell
31,083
-380
-1% -$23.5K 0.38% 59
2024
Q3 		$2.05M Hold
31,463
– – 0.42% 59
2024
Q2 		$1.93M Sell
31,463
-2,267
-7% -$136K 0.43% 57
2024
Q1 		$2.09M Sell
33,730
-400
-1% -$24.1K 0.48% 55
2023
Q4 		$1.95M Sell
34,130
-9,030
-21% -$492K 0.49% 56
2023
Q3 		$2.33M Sell
43,160
-11,390
-21% -$637K 0.65% 41
2023
Q2 		$3.06M Sell
54,550
-4,545
-8% -$253K 0.85% 37
2023
Q1 		$3.35M Hold
59,095
– – 1.01% 33
2022
Q4 		$3.35M Sell
59,095
-325
-0.5% -$17.9K 1.01% 33
2022
Q3 		$3.01M Sell
59,420
-855
-1% -$46.2K 0.99% 30
2022
Q2 		$3.24M Sell
60,275
-680
-1% -$37.3K 1% 30
2022
Q1 		$3.52M Sell
60,955
-950
-2% -$53K 0.95% 34
2021
Q4 		$3.72M Sell
61,905
-1,000
-2% -$57.1K 0.99% 30
2021
Q3 		$3.47M Buy
+62,905
New +$3.6M 0.96% 33

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

Essex LLC's IYH Position: Q2 2026 in Review

Essex LLC reduced its iShares US Healthcare ETF (IYH) stake by 2.8% in Q2 2026, selling an estimated $61.4K and leaving 34,140 shares worth $2.29M. The position accounts for 0.35% of the portfolio, ranked #49.

Essex LLC first reported a position in IYH in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.72M in Q4 2021. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Essex LLC held 34,140 shares of iShares US Healthcare ETF worth $2.29M as of Q2 2026.
  • Essex LLC sold 981 iShares US Healthcare ETF shares in Q2 2026, an estimated $61.4K.
  • iShares US Healthcare ETF made up 0.35% of Essex LLC's portfolio in Q2 2026, its #49 holding.
  • Essex LLC first reported a position in iShares US Healthcare ETF in Q3 2021 and has held it in 20 quarters since.
  • Essex LLC's iShares US Healthcare ETF position peaked at $3.72M in Q4 2021.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.