FF
IYH icon

Finley Financial’s iShares US Healthcare ETF IYH Stock Holding History

Finley Financial’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 		$538K Sell
8,025
-1,100
-12% -$68.8K 0.22% 46
2026
Q1 		$562K Sell
9,125
-1,325
-13% -$85.6K 0.26% 45
2025
Q4 		$680K Sell
10,450
-2,050
-16% -$129K 0.31% 43
2025
Q3 		$734K Sell
12,500
-950
-7% -$54.1K 0.34% 38
2025
Q2 		$760K Sell
13,450
-17,800
-57% -$1M 0.38% 38
2025
Q1 		$1.82M Buy
31,250
+900
+3% +$55K 1.01% 21
2024
Q4 		$1.81M Buy
+30,350
New +$1.88M 0.94% 22

Other funds holding IYH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Finley Financial's IYH Position: Q2 2026 in Review

Finley Financial reduced its iShares US Healthcare ETF (IYH) stake by 12% in Q2 2026, selling an estimated $68.8K and leaving 8,025 shares worth $538K. The position accounts for 0.22% of the portfolio, ranked #46.

Finley Financial first reported a position in IYH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q1 2025. 337 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Finley Financial held 8,025 shares of iShares US Healthcare ETF worth $538K as of Q2 2026.
  • Finley Financial sold 1,100 iShares US Healthcare ETF shares in Q2 2026, an estimated $68.8K.
  • iShares US Healthcare ETF made up 0.22% of Finley Financial's portfolio in Q2 2026, its #46 holding.
  • Finley Financial first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's iShares US Healthcare ETF position peaked at $1.82M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.