GVAG
IYH icon

Great Valley Advisor Group’s iShares US Healthcare ETF IYH Stock Holding History

Great Valley Advisor Group’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 		$711K Sell
10,611
-472
-4% -$29.5K 0.01% 615
2026
Q1 		$683K Buy
11,083
+4,315
+64% +$279K 0.01% 591
2025
Q4 		$440K Sell
6,768
-203
-3% -$12.8K 0.01% 666
2025
Q3 		$410K Sell
6,971
-8,983
-56% -$512K 0.01% 679
2025
Q2 		$901K Sell
15,954
-1,332
-8% -$75.1K 0.02% 476
2025
Q1 		$1.05M Buy
17,286
+185
+1% +$11.3K 0.02% 444
2024
Q4 		$997K Sell
17,101
-613
-3% -$37.9K 0.02% 443
2024
Q3 		$1.15M Buy
17,714
+1,878
+12% +$120K 0.03% 403
2024
Q2 		$971K Buy
15,836
+42
+0.3% +$2.53K 0.03% 392
2024
Q1 		$978K Buy
15,794
+4,529
+40% +$272K 0.03% 374
2023
Q4 		$644K Sell
11,265
-1,155
-9% -$62.9K 0.02% 408
2023
Q3 		$671K Buy
12,420
+25
+0.2% +$1.4K 0.03% 382
2023
Q2 		$695K Sell
12,395
-390
-3% -$21.7K 0.03% 377
2023
Q1 		$698K Buy
12,785
+35
+0.3% +$1.92K 0.03% 372
2022
Q4 		$724K Buy
12,750
+395
+3% +$21.8K 0.04% 373
2022
Q3 		$625K Buy
12,355
+95
+0.8% +$5.13K 0.04% 381
2022
Q2 		$659K Buy
12,260
+1,460
+14% +$80.2K 0.04% 376
2022
Q1 		$624K Buy
10,800
+175
+2% +$9.77K 0.04% 355
2021
Q4 		$638K Buy
10,625
+325
+3% +$18.6K 0.04% 342
2021
Q3 		$568K Buy
10,300
+1,230
+14% +$70.3K 0.04% 332
2021
Q2 		$495K Buy
+9,070
New +$480K 0.04% 354

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

Great Valley Advisor Group's IYH Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares US Healthcare ETF (IYH) stake by 4.3% in Q2 2026, selling an estimated $29.5K and leaving 10,611 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #615.

Great Valley Advisor Group first reported a position in IYH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.15M in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Great Valley Advisor Group held 10,611 shares of iShares US Healthcare ETF worth $711K as of Q2 2026.
  • Great Valley Advisor Group sold 472 iShares US Healthcare ETF shares in Q2 2026, an estimated $29.5K.
  • iShares US Healthcare ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #615 holding.
  • Great Valley Advisor Group first reported a position in iShares US Healthcare ETF in Q2 2021 and has held it in 21 quarters since.
  • Great Valley Advisor Group's iShares US Healthcare ETF position peaked at $1.15M in Q3 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.