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Founders Financial Alliance’s iShares US Healthcare ETF IYH Stock Holding History

Founders Financial Alliance’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 		$5.03K Hold
75
– – ﹤0.01% 727
2026
Q1 		$4.62K Hold
75
– – ﹤0.01% 684
2025
Q4 		$4.88K Hold
75
– – ﹤0.01% 552
2025
Q3 		$4.4K Hold
75
– – ﹤0.01% 658
2025
Q2 		$4.24K Sell
75
-250
-77% -$14.1K ﹤0.01% 501
2025
Q1 		$19.8K Hold
325
– – ﹤0.01% 496
2024
Q4 		$18.9K Hold
325
– – 0.01% 444
2024
Q3 		$21.1K Hold
325
– – 0.01% 450
2024
Q2 		$19.9K Hold
325
– – 0.01% 439
2024
Q1 		$20.1K Hold
325
– – 0.01% 446
2023
Q4 		$18.6K Hold
325
– – 0.01% 402
2023
Q3 		$17.6K Hold
325
– – 0.01% 391
2023
Q2 		$18.2K Hold
325
– – 0.01% 419
2023
Q1 		$17.7K Hold
325
– – 0.01% 380
2022
Q4 		$18.4K Hold
325
– – 0.01% 397
2022
Q3 		$16K Sell
325
-945
-74% -$51K 0.01% 394
2022
Q2 		$68K Buy
1,270
+945
+291% +$51.9K 0.03% 299
2022
Q1 		$19K Hold
325
– – 0.01% 365
2021
Q4 		$20K Hold
325
– – 0.01% 400
2021
Q3 		$18K Hold
325
– – 0.01% 377
2021
Q2 		$18K Hold
325
– – 0.01% 396
2021
Q1 		$17K Hold
325
– – 0.01% 382
2020
Q4 		$16K Hold
325
– – 0.01% 348
2020
Q3 		$14K Buy
+325
New +$14.7K 0.01% 671

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

Founders Financial Alliance's IYH Position: Q2 2026 in Review

Founders Financial Alliance held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 75 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Founders Financial Alliance first reported a position in IYH in Q3 2020 and has held it in 24 quarters since. The position peaked at $68K in Q2 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Founders Financial Alliance held 75 shares of iShares US Healthcare ETF worth $5.03K as of Q2 2026.
  • Founders Financial Alliance left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #727 holding.
  • Founders Financial Alliance first reported a position in iShares US Healthcare ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares US Healthcare ETF position peaked at $68K in Q2 2022.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.