Family Management’s iShares US Healthcare ETF IYH Stock Holding History

Family 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	$50.3K	Hold	750	–	–	0.01%	299
2026 Q1	$46.2K	Hold	750	–	–	0.01%	276
2025 Q4	$48.8K	Hold	750	–	–	0.01%	254
2025 Q3	$44K	Hold	750	–	–	0.01%	236
2025 Q2	$42.4K	Hold	750	–	–	0.01%	206
2025 Q1	$45.7K	Hold	750	–	–	0.01%	191
2024 Q4	$43.7K	Hold	750	–	–	0.01%	174
2024 Q3	$48.8K	Hold	750	–	–	0.01%	172
2024 Q2	$46K	Hold	750	–	–	0.01%	156
2024 Q1	$46.4K	Hold	750	–	–	0.01%	160
2023 Q4	$42.9K	Hold	750	–	–	0.01%	153
2023 Q3	$40.5K	Hold	750	–	–	0.01%	144
2023 Q2	$42K	Hold	750	–	–	0.01%	150
2023 Q1	$41K	Hold	750	–	–	0.01%	137
2022 Q4	$42.6K	Hold	750	–	–	0.01%	154
2022 Q3	$38K	Hold	750	–	–	0.01%	146
2022 Q2	$40K	Hold	750	–	–	0.01%	158
2022 Q1	$43K	Hold	750	–	–	0.01%	159
2021 Q4	$45K	Hold	750	–	–	0.01%	172
2021 Q3	$41K	Hold	750	–	–	0.01%	168
2021 Q2	$41K	Hold	750	–	–	0.01%	188
2021 Q1	$38K	Sell	750 -4,615	-86%	-$232K	0.01%	158
2020 Q4	$264K	Hold	5,365	–	–	0.09%	124
2020 Q3	$244K	Sell	5,365 -1,800	-25%	-$81.5K	0.11%	101
2020 Q2	$309K	Hold	7,165	–	–	0.13%	106
2020 Q1	$269K	Hold	7,165	–	–	0.13%	103
2019 Q4	$309K	Hold	7,165	–	–	0.11%	116
2019 Q3	$271K	Hold	7,165	–	–	0.1%	113
2019 Q2	$280K	Hold	7,165	–	–	0.11%	104
2019 Q1	$278K	Hold	7,165	–	–	0.12%	108
2018 Q4	$259K	Buy	+7,165	New	+$275K	0.11%	102

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

Family Management's IYH Position: Q2 2026 in Review

Family Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 750 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #299.

Family Management first reported a position in IYH in Q4 2018 and has held it in 31 quarters since. The position peaked at $309K in Q2 2020. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Family Management held 750 shares of iShares US Healthcare ETF worth $50.3K as of Q2 2026.
Family Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Family Management's portfolio in Q2 2026, its #299 holding.
Family Management first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 31 quarters since.
Family Management's iShares US Healthcare ETF position peaked at $309K in Q2 2020.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.