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

Guidance 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 		$232K Sell
3,462
-161
-4% -$10.1K 0.05% 98
2026
Q1 		$223K Sell
3,623
-551
-13% -$35.6K 0.05% 89
2025
Q4 		$272K Buy
4,174
+195
+5% +$12.3K 0.06% 80
2025
Q3 		$234K Buy
3,979
+1
+0% +$57 0.06% 86
2025
Q2 		$225K Buy
3,978
+16
+0.4% +$902 0.06% 78
2025
Q1 		$241K Buy
3,962
+11
+0.3% +$672 0.07% 75
2024
Q4 		$230K Buy
3,951
+13
+0.3% +$803 0.06% 77
2024
Q3 		$256K Buy
3,938
+131
+3% +$8.37K 0.07% 74
2024
Q2 		$233K Buy
3,807
+85
+2% +$5.11K 0.07% 70
2024
Q1 		$231K Buy
3,722
+22
+0.6% +$1.32K 0.08% 74
2023
Q4 		$213K Sell
3,700
-5,995
-62% -$326K 0.08% 63
2023
Q3 		$523K Sell
9,695
-295
-3% -$16.5K 0.21% 45
2023
Q2 		$559K Buy
9,990
+30
+0.3% +$1.67K 0.21% 49
2023
Q1 		$544K Buy
9,960
+525
+6% +$28.8K 0.22% 48
2022
Q4 		$536K Buy
9,435
+20
+0.2% +$1.1K 0.23% 48
2022
Q3 		$476K Buy
9,415
+85
+0.9% +$4.59K 0.22% 55
2022
Q2 		$501K Buy
9,330
+20
+0.2% +$1.1K 0.22% 57
2022
Q1 		$537K Buy
9,310
+330
+4% +$18.4K 0.2% 57
2021
Q4 		$539K Buy
8,980
+490
+6% +$28K 0.2% 52
2021
Q3 		$468K Buy
8,490
+440
+5% +$25.2K 0.17% 56
2021
Q2 		$439K Buy
8,050
+150
+2% +$7.94K 0.17% 60
2021
Q1 		$398K Buy
7,900
+65
+0.8% +$3.27K 0.17% 62
2020
Q4 		$385K Buy
7,835
+85
+1% +$4.01K 0.18% 59
2020
Q3 		$352K Buy
+7,750
New +$351K 0.19% 56

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

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

Guidance Point Advisors reduced its iShares US Healthcare ETF (IYH) stake by 4.4% in Q2 2026, selling an estimated $10.1K and leaving 3,462 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #98.

Guidance Point Advisors first reported a position in IYH in Q3 2020 and has held it in 24 quarters since. The position peaked at $559K in Q2 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Guidance Point Advisors held 3,462 shares of iShares US Healthcare ETF worth $232K as of Q2 2026.
  • Guidance Point Advisors sold 161 iShares US Healthcare ETF shares in Q2 2026, an estimated $10.1K.
  • iShares US Healthcare ETF made up 0.05% of Guidance Point Advisors's portfolio in Q2 2026, its #98 holding.
  • Guidance Point Advisors first reported a position in iShares US Healthcare ETF in Q3 2020 and has held it in 24 quarters since.
  • Guidance Point Advisors's iShares US Healthcare ETF position peaked at $559K in Q2 2023.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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