GIA
IYH icon

Gladstone Institutional Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Gladstone Institutional Advisory’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 		$2.3M Buy
34,361
+291
+0.9% +$18.2K 0.07% 264
2026
Q1 		$2.1M Buy
34,070
+81
+0.2% +$5.23K 0.08% 256
2025
Q4 		$2.21M Buy
33,989
+13,936
+69% +$879K 0.08% 237
2025
Q3 		$1.18M Sell
20,053
-1,676
-8% -$95.5K 0.05% 333
2025
Q2 		$1.23M Buy
21,729
+6,162
+40% +$348K 0.05% 312
2025
Q1 		$948K Buy
15,567
+5,387
+53% +$329K 0.04% 333
2024
Q4 		$593K Buy
10,180
+1,640
+19% +$101K 0.03% 428
2024
Q3 		$555K Sell
8,540
-3,148
-27% -$201K 0.03% 426
2024
Q2 		$716K Sell
11,688
-3,414
-23% -$205K 0.04% 357
2024
Q1 		$935K Sell
15,102
-10,233
-40% -$615K 0.05% 297
2023
Q4 		$1.45M Sell
25,335
-540
-2% -$29.4K 0.08% 242
2023
Q3 		$1.4M Buy
25,875
+190
+0.7% +$10.6K 0.09% 229
2023
Q2 		$1.44M Buy
25,685
+25
+0.1% +$1.39K 0.09% 227
2023
Q1 		$1.4M Buy
25,660
+170
+0.7% +$9.33K 0.09% 237
2022
Q4 		$1.45M Sell
25,490
-230
-0.9% -$12.7K 0.1% 229
2022
Q3 		$1.3M Buy
25,720
+45
+0.2% +$2.43K 0.1% 231
2022
Q2 		$1.38M Sell
25,675
-1,220
-5% -$67K 0.11% 217
2022
Q1 		$1.55M Buy
26,895
+1,800
+7% +$100K 0.11% 220
2021
Q4 		$1.51M Buy
25,095
+17,565
+233% +$1M 0.12% 224
2021
Q3 		$416K Buy
7,530
+2,910
+63% +$166K 0.04% 369
2021
Q2 		$252K Buy
+4,620
New +$245K 0.03% 440

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

Gladstone Institutional Advisory's IYH Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares US Healthcare ETF (IYH) stake by 0.85% in Q2 2026, buying an estimated $18.2K and bringing the position to 34,361 shares worth $2.3M. The position accounts for 0.07% of the portfolio, ranked #264.

Gladstone Institutional Advisory first reported a position in IYH in Q2 2021 and has held it in 21 quarters since. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Gladstone Institutional Advisory held 34,361 shares of iShares US Healthcare ETF worth $2.3M as of Q2 2026.
  • Gladstone Institutional Advisory bought 291 iShares US Healthcare ETF shares in Q2 2026, an estimated $18.2K.
  • iShares US Healthcare ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #264 holding.
  • Gladstone Institutional Advisory first reported a position in iShares US Healthcare ETF in Q2 2021 and has held it in 21 quarters since.
  • 533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.