Focus Partners Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Focus Partners Wealth’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	$1.53M	Buy	22,802 +5,636	+33%	+$353K	﹤0.01%	1457
2026 Q1	$1.06M	Sell	17,166 -3,055	-15%	-$197K	﹤0.01%	1593
2025 Q4	$1.32M	Buy	20,221 +5,046	+33%	+$318K	﹤0.01%	1514
2025 Q3	$891K	Buy	15,175 +1,874	+14%	+$107K	﹤0.01%	1333
2025 Q2	$751K	Buy	13,301 +4,491	+51%	+$253K	﹤0.01%	1261
2025 Q1	$536K	Buy	8,810 +227	+3%	+$13.9K	﹤0.01%	1317
2024 Q4	$500K	Buy	8,583 +2,104	+32%	+$130K	﹤0.01%	1324
2024 Q3	$421K	Buy	+6,479	New	+$414K	﹤0.01%	1204

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

Focus Partners Wealth's IYH Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares US Healthcare ETF (IYH) stake by 33% in Q2 2026, buying an estimated $353K and bringing the position to 22,802 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Focus Partners Wealth first reported a position in IYH in Q3 2024 and has held it in 8 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Focus Partners Wealth held 22,802 shares of iShares US Healthcare ETF worth $1.53M as of Q2 2026.
Focus Partners Wealth bought 5,636 iShares US Healthcare ETF shares in Q2 2026, an estimated $353K.
iShares US Healthcare ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1457 holding.
Focus Partners Wealth first reported a position in iShares US Healthcare ETF in Q3 2024 and has held it in 8 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.