Fort Sheridan Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Fort Sheridan 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	$272K	Hold	4,060	–	–	0.03%	247
2026 Q1	$250K	Hold	4,060	–	–	0.03%	249
2025 Q4	$264K	Hold	4,060	–	–	0.03%	226
2025 Q3	$238K	Sell	4,060 -250	-6%	-$14.2K	0.03%	240
2025 Q2	$243K	Hold	4,310	–	–	0.03%	222
2025 Q1	$262K	Sell	4,310 -375	-8%	-$22.9K	0.04%	209
2024 Q4	$273K	Sell	4,685 -125	-3%	-$7.72K	0.04%	212
2024 Q3	$313K	Hold	4,810	–	–	0.05%	198
2024 Q2	$295K	Buy	4,810 +1,000	+26%	+$60.2K	0.05%	191
2024 Q1	$236K	Hold	3,810	–	–	0.04%	179
2023 Q4	$218K	Sell	3,810 -2,970	-44%	-$162K	0.04%	181
2023 Q3	$366K	Hold	6,780	–	–	0.08%	137
2023 Q2	$380K	Hold	6,780	–	–	0.09%	136
2023 Q1	$370K	Hold	6,780	–	–	0.09%	137
2022 Q4	$385K	Hold	6,780	–	–	0.13%	120
2022 Q3	$343K	Buy	+6,780	New	+$366K	0.12%	124

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

Fort Sheridan Advisors's IYH Position: Q2 2026 in Review

Fort Sheridan Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 4,060 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #247.

Fort Sheridan Advisors first reported a position in IYH in Q3 2022 and has held it in 16 quarters since. The position peaked at $385K in Q4 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Fort Sheridan Advisors held 4,060 shares of iShares US Healthcare ETF worth $272K as of Q2 2026.
Fort Sheridan Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.03% of Fort Sheridan Advisors's portfolio in Q2 2026, its #247 holding.
Fort Sheridan Advisors first reported a position in iShares US Healthcare ETF in Q3 2022 and has held it in 16 quarters since.
Fort Sheridan Advisors's iShares US Healthcare ETF position peaked at $385K in Q4 2022.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.