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H&H Retirement Design & Management’s iShares US Healthcare ETF IYH Stock Holding History

H&H Retirement Design & Management’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 		– Sell
-3,622
Closed -$221K – 113
2026
Q1 		$221K Buy
+3,622
New +$234K 0.1% 94

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

H&H Retirement Design & Management's IYH Position: Q2 2026 in Review

H&H Retirement Design & Management sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 3,622 shares — an estimated $221K sold.

H&H Retirement Design & Management first reported a position in IYH in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • H&H Retirement Design & Management reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • H&H Retirement Design & Management sold 3,622 iShares US Healthcare ETF shares in Q2 2026, an estimated $221K.
  • H&H Retirement Design & Management first reported a position in iShares US Healthcare ETF in Q1 2026 and held it in 1 quarter.
  • H&H Retirement Design & Management's iShares US Healthcare ETF position peaked at $221K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.