Evermay Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Evermay Wealth Management’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	$37.5K	Hold	560	–	–	﹤0.01%	384
2026 Q1	$34.5K	Buy	560 +230	+70%	+$14.9K	﹤0.01%	346
2025 Q4	$21.5K	Hold	330	–	–	﹤0.01%	379
2025 Q3	$19.4K	Hold	330	–	–	﹤0.01%	395
2025 Q2	$18.6K	Hold	330	–	–	﹤0.01%	393
2025 Q1	$20.1K	Hold	330	–	–	﹤0.01%	387
2024 Q4	$19.2K	Hold	330	–	–	﹤0.01%	385
2024 Q3	$21.4K	Hold	330	–	–	﹤0.01%	393
2024 Q2	$20.2K	Hold	330	–	–	﹤0.01%	405
2024 Q1	$20.4K	Hold	330	–	–	﹤0.01%	414
2023 Q4	$18.9K	Hold	330	–	–	﹤0.01%	396
2023 Q3	$17.9K	Hold	330	–	–	﹤0.01%	384
2023 Q2	$18.5K	Hold	330	–	–	﹤0.01%	384
2023 Q1	$18K	Hold	330	–	–	﹤0.01%	372
2022 Q4	$18.7K	Hold	330	–	–	﹤0.01%	370
2022 Q3	$17K	Hold	330	–	–	﹤0.01%	355
2022 Q2	$18K	Hold	330	–	–	﹤0.01%	351
2022 Q1	$19K	Hold	330	–	–	﹤0.01%	369
2021 Q4	$20K	Hold	330	–	–	﹤0.01%	358
2021 Q3	$18K	Hold	330	–	–	﹤0.01%	345
2021 Q2	$18K	Buy	+330	New	+$17.5K	﹤0.01%	363

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

Evermay Wealth Management's IYH Position: Q2 2026 in Review

Evermay Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 560 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Evermay Wealth Management first reported a position in IYH in Q2 2021 and has held it in 21 quarters since. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Evermay Wealth Management held 560 shares of iShares US Healthcare ETF worth $37.5K as of Q2 2026.
Evermay Wealth Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #384 holding.
Evermay Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2021 and has held it in 21 quarters since.
533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.