Graves Light Lenhart Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Graves Light Lenhart Wealth’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	$327K	Hold	4,879	–	–	0.03%	153
2026 Q1	$301K	Hold	4,879	–	–	0.03%	150
2025 Q4	$318K	Sell	4,879 -811	-14%	-$51.2K	0.03%	145
2025 Q3	$334K	Hold	5,690	–	–	0.04%	138
2025 Q2	$321K	Hold	5,690	–	–	0.04%	142
2025 Q1	$346K	Hold	5,690	–	–	0.04%	130
2024 Q4	$332K	Hold	5,690	–	–	0.04%	135
2024 Q3	$370K	Hold	5,690	–	–	0.05%	131
2024 Q2	$347K	Hold	5,690	–	–	0.04%	133
2024 Q1	$352K	Sell	5,690 -1,625	-22%	-$97.7K	0.04%	134
2023 Q4	$419K	Hold	7,315	–	–	0.05%	117
2023 Q3	$398K	Hold	7,315	–	–	0.05%	117
2023 Q2	$410K	Hold	7,315	–	–	0.06%	121
2023 Q1	$399K	Hold	7,315	–	–	0.06%	113
2022 Q4	$415K	Hold	7,315	–	–	0.06%	116
2022 Q3	$370K	Hold	7,315	–	–	0.06%	123
2022 Q2	$393K	Hold	7,315	–	–	0.06%	123
2022 Q1	$422K	Hold	7,315	–	–	0.06%	122
2021 Q4	$439K	Hold	7,315	–	–	0.06%	126
2021 Q3	$404K	Hold	7,315	–	–	0.06%	120
2021 Q2	$399K	Hold	7,315	–	–	0.06%	122
2021 Q1	$369K	Hold	7,315	–	–	0.06%	128
2020 Q4	$360K	Hold	7,315	–	–	0.07%	119
2020 Q3	$332K	Hold	7,315	–	–	0.07%	109
2020 Q2	$315K	Sell	7,315 -295	-4%	-$12.5K	0.07%	112
2020 Q1	$286K	Hold	7,610	–	–	0.08%	114
2019 Q4	$328K	Hold	7,610	–	–	0.07%	122
2019 Q3	$302K	Hold	7,610	–	–	0.07%	127
2019 Q2	$297K	Hold	7,610	–	–	0.07%	119
2019 Q1	$295K	Hold	7,610	–	–	0.08%	111
2018 Q4	$275K	Buy	+7,610	New	+$292K	0.08%	113

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

PCH

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 $2.1B AUM 24.07% 1-Year Est. Return

Graves Light Lenhart Wealth's IYH Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 4,879 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #153.

Graves Light Lenhart Wealth first reported a position in IYH in Q4 2018 and has held it in 31 quarters since. The position peaked at $439K in Q4 2021. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Graves Light Lenhart Wealth held 4,879 shares of iShares US Healthcare ETF worth $327K as of Q2 2026.
Graves Light Lenhart Wealth left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #153 holding.
Graves Light Lenhart Wealth first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's iShares US Healthcare ETF position peaked at $439K in Q4 2021.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.