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Garrison Point Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Garrison Point 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 		$382K Sell
5,705
-301
-5% -$18.8K 0.16% 127
2026
Q1 		$370K Buy
6,006
+1
+0% +$65 0.17% 121
2025
Q4 		$391K Buy
6,005
+725
+14% +$45.7K 0.17% 119
2025
Q3 		$310K Buy
5,280
+215
+4% +$12.2K 0.13% 139
2025
Q2 		$286K Sell
5,065
-100
-2% -$5.64K 0.13% 139
2025
Q1 		$314K Hold
5,165
– – 0.15% 126
2024
Q4 		$301K Buy
5,165
+25
+0.5% +$1.54K 0.14% 127
2024
Q3 		$334K Hold
5,140
– – 0.21% 107
2024
Q2 		$315K Hold
5,140
– – 0.21% 111
2024
Q1 		$318K Sell
5,140
-60
-1% -$3.61K 0.2% 118
2023
Q4 		$298K Hold
5,200
– – 0.21% 117
2023
Q3 		$281K Hold
5,200
– – 0.22% 115
2023
Q2 		$291K Sell
5,200
-100
-2% -$5.56K 0.21% 119
2023
Q1 		$289K Hold
5,300
– – 0.22% 117
2022
Q4 		$301K Buy
5,300
+200
+4% +$11K 0.25% 112
2022
Q3 		$258K Sell
5,100
-300
-6% -$16.2K 0.23% 121
2022
Q2 		$290K Sell
5,400
-50
-0.9% -$2.75K 0.24% 115
2022
Q1 		$315K Hold
5,450
– – 0.22% 120
2021
Q4 		$327K Buy
5,450
+125
+2% +$7.14K 0.22% 118
2021
Q3 		$294K Hold
5,325
– – 0.21% 120
2021
Q2 		$291K Hold
5,325
– – 0.21% 122
2021
Q1 		$269K Hold
5,325
– – 0.21% 119
2020
Q4 		$262K Buy
5,325
+25
+0.5% +$1.18K 0.21% 117
2020
Q3 		$241K Sell
5,300
-100
-2% -$4.53K 0.22% 115
2020
Q2 		$233K Hold
5,400
– – 0.23% 108
2020
Q1 		$203K Sell
5,400
-325
-6% -$13.4K 0.25% 105
2019
Q4 		$247K Hold
5,725
– – 0.23% 115
2019
Q3 		$216K Hold
5,725
– – 0.21% 119
2019
Q2 		$224K Sell
5,725
-50
-0.9% -$1.89K 0.22% 117
2019
Q1 		$224K Hold
5,775
– – 0.23% 117
2018
Q4 		$209K Buy
+5,775
New +$221K 0.26% 110

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

Garrison Point Advisors's IYH Position: Q2 2026 in Review

Garrison Point Advisors reduced its iShares US Healthcare ETF (IYH) stake by 5% in Q2 2026, selling an estimated $18.8K and leaving 5,705 shares worth $382K. The position accounts for 0.16% of the portfolio, ranked #127.

Garrison Point Advisors first reported a position in IYH in Q4 2018 and has held it in 31 quarters since. The position peaked at $391K in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Garrison Point Advisors held 5,705 shares of iShares US Healthcare ETF worth $382K as of Q2 2026.
  • Garrison Point Advisors sold 301 iShares US Healthcare ETF shares in Q2 2026, an estimated $18.8K.
  • iShares US Healthcare ETF made up 0.16% of Garrison Point Advisors's portfolio in Q2 2026, its #127 holding.
  • Garrison Point Advisors first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 31 quarters since.
  • Garrison Point Advisors's iShares US Healthcare ETF position peaked at $391K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.