BFC Planning, Inc.’s iShares US Healthcare ETF IYH Stock Holding History

BFC Planning, Inc.’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	$647K	Buy	9,661 +2,509	+35%	+$157K	0.03%	524
2026 Q1	$441K	Sell	7,152 -132,996	-95%	-$8.59M	0.02%	610
2025 Q4	$9.12M	Buy	140,148 +128,882	+1,144%	+$8.13M	0.4%	50
2025 Q3	$661K	Sell	11,266 -4,828	-30%	-$275K	0.05%	314
2025 Q2	$909K	Sell	16,094 -951	-6%	-$53.6K	0.07%	241
2025 Q1	$1.04M	Buy	17,045 +2,648	+18%	+$162K	0.09%	192
2024 Q4	$839K	Buy	+14,397	New	+$890K	0.07%	226

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

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 $2.12B AUM 16.07% 1-Year Est. Return

BFC Planning, Inc.'s IYH Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares US Healthcare ETF (IYH) stake by 35% in Q2 2026, buying an estimated $157K and bringing the position to 9,661 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #524.

BFC Planning, Inc. first reported a position in IYH in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.12M in Q4 2025. 537 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

BFC Planning, Inc. held 9,661 shares of iShares US Healthcare ETF worth $647K as of Q2 2026.
BFC Planning, Inc. bought 2,509 iShares US Healthcare ETF shares in Q2 2026, an estimated $157K.
iShares US Healthcare ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #524 holding.
BFC Planning, Inc. first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares US Healthcare ETF position peaked at $9.12M in Q4 2025.
537 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.