FFA
IYH icon

Farther Finance Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Farther Finance Advisors’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 		$780K Sell
11,628
-7,888
-40% -$494K 0.01% 1253
2026
Q1 		$1.21M Buy
19,516
+9,266
+90% +$599K 0.01% 869
2025
Q4 		$667K Sell
10,250
-2,039
-17% -$129K 0.01% 1133
2025
Q3 		$722K Buy
12,289
+10,040
+446% +$572K 0.01% 887
2025
Q2 		$127K Sell
2,249
-330
-13% -$18.6K ﹤0.01% 1636
2025
Q1 		$154K Sell
2,579
-494
-16% -$30.2K ﹤0.01% 1333
2024
Q4 		$179K Buy
3,073
+1,628
+113% +$101K 0.01% 1038
2024
Q3 		$93.9K Sell
1,445
-84
-5% -$5.37K ﹤0.01% 1333
2024
Q2 		$93.2K Sell
1,529
-2
-0.1% -$120 ﹤0.01% 1158
2024
Q1 		$93.9K Sell
1,531
-799
-34% -$48K 0.01% 964
2023
Q4 		$133K Sell
2,330
-4,110
-64% -$224K 0.01% 694
2023
Q3 		$348K Buy
6,440
+435
+7% +$24.3K 0.05% 267
2023
Q2 		$337K Buy
6,005
+1,100
+22% +$61.1K 0.07% 224
2023
Q1 		$268K Buy
4,905
+2,010
+69% +$110K 0.08% 227
2022
Q4 		$164K Buy
+2,895
New +$160K 0.06% 251

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

Farther Finance Advisors's IYH Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares US Healthcare ETF (IYH) stake by 40% in Q2 2026, selling an estimated $494K and leaving 11,628 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #1253.

Farther Finance Advisors first reported a position in IYH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2026. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Farther Finance Advisors held 11,628 shares of iShares US Healthcare ETF worth $780K as of Q2 2026.
  • Farther Finance Advisors sold 7,888 iShares US Healthcare ETF shares in Q2 2026, an estimated $494K.
  • iShares US Healthcare ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1253 holding.
  • Farther Finance Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares US Healthcare ETF position peaked at $1.21M in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.