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Glass Jacobson Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Glass Jacobson Investment 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 		$996K Sell
14,863
-1,069
-7% -$66.9K 0.31% 87
2026
Q1 		$982K Sell
15,932
-3
-0% -$194 0.34% 84
2025
Q4 		$1.04M Sell
15,935
-143
-0.9% -$9.02K 0.37% 80
2025
Q3 		$944K Sell
16,078
-590
-4% -$33.6K 0.34% 84
2025
Q2 		$941K Sell
16,668
-1,804
-10% -$102K 0.36% 84
2025
Q1 		$1.08M Hold
18,472
– – 0.35% 87
2024
Q4 		$1.08M Buy
18,472
+1,325
+8% +$81.9K 0.35% 87
2024
Q3 		$1.11M Sell
17,147
-67
-0.4% -$4.28K 0.37% 87
2024
Q2 		$1.05M Buy
17,214
+411
+2% +$24.7K 0.38% 81
2024
Q1 		$1.04M Buy
16,803
+348
+2% +$20.9K 0.39% 77
2023
Q4 		$942K Buy
16,455
+4,600
+39% +$250K 0.38% 84
2023
Q3 		$640K Sell
11,855
-5
-0% -$279 0.29% 100
2023
Q2 		$665K Buy
+11,860
New +$659K 0.3% 98
2022
Q4 		$663K Buy
+11,680
New +$645K 0.33% 93

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

Glass Jacobson Investment Advisors's IYH Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares US Healthcare ETF (IYH) stake by 6.7% in Q2 2026, selling an estimated $66.9K and leaving 14,863 shares worth $996K. The position accounts for 0.31% of the portfolio, ranked #87.

Glass Jacobson Investment Advisors first reported a position in IYH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q3 2024. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Glass Jacobson Investment Advisors held 14,863 shares of iShares US Healthcare ETF worth $996K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 1,069 iShares US Healthcare ETF shares in Q2 2026, an estimated $66.9K.
  • iShares US Healthcare ETF made up 0.31% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's iShares US Healthcare ETF position peaked at $1.11M in Q3 2024.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.