Ethos Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Ethos Financial Group’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	$3.02M	Sell	45,001 -745	-2%	-$46.6K	0.2%	103
2026 Q1	$2.98M	Hold	45,746	–	–	0.22%	100
2025 Q4	$2.98M	Sell	45,746 -2,303	-5%	-$145K	0.22%	100
2025 Q3	$2.82M	Sell	48,049 -529	-1%	-$30.1K	0.22%	97
2025 Q2	$2.74M	Sell	48,578 -2,716	-5%	-$153K	0.24%	98
2025 Q1	$3.12M	Buy	+51,294	New	+$3.13M	0.3%	77

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

Ethos Financial Group's IYH Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares US Healthcare ETF (IYH) stake by 1.6% in Q2 2026, selling an estimated $46.6K and leaving 45,001 shares worth $3.02M. The position accounts for 0.2% of the portfolio, ranked #103.

Ethos Financial Group first reported a position in IYH in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.12M in Q1 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Ethos Financial Group held 45,001 shares of iShares US Healthcare ETF worth $3.02M as of Q2 2026.
Ethos Financial Group sold 745 iShares US Healthcare ETF shares in Q2 2026, an estimated $46.6K.
iShares US Healthcare ETF made up 0.2% of Ethos Financial Group's portfolio in Q2 2026, its #103 holding.
Ethos Financial Group first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's iShares US Healthcare ETF position peaked at $3.12M in Q1 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.