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Ferguson Wellman Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Ferguson Wellman Capital 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 		$625K Hold
9,320
– – 0.01% 285
2026
Q1 		$574K Sell
9,320
-25
-0.3% -$1.61K 0.01% 277
2025
Q4 		$608K Sell
9,345
-178
-2% -$11.2K 0.01% 231
2025
Q3 		$559K Sell
9,523
-126
-1% -$7.18K 0.01% 242
2025
Q2 		$545K Sell
9,649
-189,426
-95% -$10.7M 0.01% 232
2025
Q1 		$12.1M Buy
199,075
+191,032
+2,375% +$11.7M 0.24% 71
2024
Q4 		$469K Hold
8,043
– – 0.01% 249
2024
Q3 		$523K Hold
8,043
– – 0.01% 243
2024
Q2 		$493K Sell
8,043
-597
-7% -$35.9K 0.01% 245
2024
Q1 		$535K Sell
8,640
-50
-0.6% -$3.01K 0.01% 248
2023
Q4 		$497K Sell
8,690
-3,050
-26% -$166K 0.01% 253
2023
Q3 		$634K Sell
11,740
-435
-4% -$24.3K 0.02% 216
2023
Q2 		$682K Buy
12,175
+2,350
+24% +$131K 0.02% 218
2023
Q1 		$537K Sell
9,825
-40
-0.4% -$2.19K 0.01% 247
2022
Q4 		$560K Sell
9,865
-123,325
-93% -$6.81M 0.01% 241
2022
Q3 		$6.74M Buy
133,190
+126,150
+1,792% +$6.81M 0.26% 65
2022
Q2 		$379K Hold
7,040
– – 0.01% 248
2022
Q1 		$407K Hold
7,040
– – 0.01% 261
2021
Q4 		$423K Sell
7,040
-250
-3% -$14.3K 0.01% 257
2021
Q3 		$402K Sell
7,290
-75
-1% -$4.29K 0.01% 263
2021
Q2 		$402K Hold
7,365
– – 0.01% 260
2021
Q1 		$372K Sell
7,365
-600
-8% -$30.2K 0.01% 262
2020
Q4 		$392K Sell
7,965
-1,800
-18% -$85K 0.01% 300
2020
Q3 		$444K Sell
9,765
-2,050
-17% -$92.8K 0.01% 270
2020
Q2 		$510K Sell
11,815
-350
-3% -$14.8K 0.02% 247
2020
Q1 		$457K Sell
12,165
-8,100
-40% -$333K 0.02% 232
2019
Q4 		$874K Hold
20,265
– – 0.03% 225
2019
Q3 		$766K Sell
20,265
-3,750
-16% -$144K 0.02% 231
2019
Q2 		$938K Sell
24,015
-17,375
-42% -$658K 0.03% 204
2019
Q1 		$1.6M Sell
41,390
-36,985
-47% -$1.41M 0.05% 179
2018
Q4 		$2.83M Buy
+78,375
New +$3M 0.11% 149
2018
Q1 		– Sell
-8,500
Closed -$296K – 353
2017
Q4 		$296K Buy
+8,500
New +$295K 0.01% 298

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

Ferguson Wellman Capital Management's IYH Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 9,320 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #285.

Ferguson Wellman Capital Management first reported a position in IYH in Q4 2017 and has held it in 32 quarters since. The position peaked at $12.1M in Q1 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Ferguson Wellman Capital Management held 9,320 shares of iShares US Healthcare ETF worth $625K as of Q2 2026.
  • Ferguson Wellman Capital Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #285 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares US Healthcare ETF in Q4 2017 and has held it in 32 quarters since.
  • Ferguson Wellman Capital Management's iShares US Healthcare ETF position peaked at $12.1M in Q1 2025.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.