Harbor Investment Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Harbor Investment Advisory’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	$525K	Hold	7,835	–	–	0.04%	291
2026 Q1	$483K	Hold	7,835	–	–	0.04%	287
2025 Q4	$510K	Hold	7,835	–	–	0.04%	278
2025 Q3	$460K	Hold	7,835	–	–	0.04%	286
2025 Q2	$443K	Hold	7,835	–	–	0.04%	278
2025 Q1	$477K	Sell	7,835 -225	-3%	-$13.7K	0.05%	260
2024 Q4	$470K	Hold	8,060	–	–	0.04%	245
2024 Q3	$524K	Hold	8,060	–	–	0.05%	226
2024 Q2	$494K	Hold	8,060	–	–	0.05%	227
2024 Q1	$499K	Hold	8,060	–	–	0.05%	227
2023 Q4	$461K	Hold	8,060	–	–	0.05%	222
2023 Q3	$435K	Hold	8,060	–	–	0.06%	216
2023 Q2	$452K	Hold	8,060	–	–	0.06%	233
2023 Q1	$440K	Hold	8,060	–	–	0.07%	227
2022 Q4	$457K	Hold	8,060	–	–	0.07%	210
2022 Q3	$408K	Hold	8,060	–	–	0.07%	222
2022 Q2	$433K	Hold	8,060	–	–	0.07%	215
2022 Q1	$466K	Hold	8,060	–	–	0.06%	230
2021 Q4	$484K	Hold	8,060	–	–	0.06%	226
2021 Q3	$445K	Hold	8,060	–	–	0.06%	238
2021 Q2	$440K	Hold	8,060	–	–	0.06%	241
2021 Q1	$407K	Hold	8,060	–	–	0.06%	233
2020 Q4	$396K	Hold	8,060	–	–	0.06%	213
2020 Q3	$366K	Sell	8,060 -105	-1%	-$4.75K	0.07%	194
2020 Q2	$352K	Hold	8,165	–	–	0.07%	185
2020 Q1	$307K	Sell	8,165 -50	-0.6%	-$2.06K	0.08%	181
2019 Q4	$354K	Buy	+8,215	New	+$332K	0.08%	184

Other funds holding IYH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbor Investment Advisory's IYH Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 7,835 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #291.

Harbor Investment Advisory first reported a position in IYH in Q4 2019 and has held it in 27 quarters since. 337 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Harbor Investment Advisory held 7,835 shares of iShares US Healthcare ETF worth $525K as of Q2 2026.
Harbor Investment Advisory left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #291 holding.
Harbor Investment Advisory first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 27 quarters since.
337 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.