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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
Q3 		$2.34M Sell
32,714
-1,426
-4% -$100K 0.35% 54
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

CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
ACM
AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Essex LLC's IYH Position: Q3 2026 in Review

Essex LLC reduced its iShares US Healthcare ETF (IYH) stake by 4.2% in Q3 2026, selling an estimated $100K and leaving 32,714 shares worth $2.34M. The position accounts for 0.35% of the portfolio, ranked #54.

Essex LLC first reported a position in IYH in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.72M in Q4 2021. 68 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Essex LLC held 32,714 shares of iShares US Healthcare ETF worth $2.34M as of Q3 2026.
  • Essex LLC sold 1,426 iShares US Healthcare ETF shares in Q3 2026, an estimated $100K.
  • iShares US Healthcare ETF made up 0.35% of Essex LLC's portfolio in Q3 2026, its #54 holding.
  • Essex LLC first reported a position in iShares US Healthcare ETF in Q3 2021 and has held it in 21 quarters since.
  • Essex LLC's iShares US Healthcare ETF position peaked at $3.72M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Essex LLC's 13F filing for Q3 2026, filed 14 Oct 2026.