Harbour Trust & Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Harbour Trust & Investment 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	$251K	Hold	3,750	–	–	0.02%	141
2026 Q1	$231K	Hold	3,750	–	–	0.02%	141
2025 Q4	$244K	Hold	3,750	–	–	0.02%	138
2025 Q3	$220K	Hold	3,750	–	–	0.02%	149
2025 Q2	$212K	Hold	3,750	–	–	0.02%	148
2025 Q1	$228K	Hold	3,750	–	–	0.03%	143
2024 Q4	$219K	Hold	3,750	–	–	0.02%	150
2024 Q3	$244K	Sell	3,750 -1,000	-21%	-$63.9K	0.03%	145
2024 Q2	$291K	Hold	4,750	–	–	0.03%	137
2024 Q1	$294K	Sell	4,750 -530	-10%	-$31.9K	0.04%	142
2023 Q4	$302K	Buy	+5,280	New	+$287K	0.04%	142

Other funds holding IYH

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

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

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Harbour Trust & Investment Management's IYH Position: Q2 2026 in Review

Harbour Trust & Investment Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 3,750 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #141.

Harbour Trust & Investment Management first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $302K in Q4 2023. 234 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Harbour Trust & Investment Management held 3,750 shares of iShares US Healthcare ETF worth $251K as of Q2 2026.
Harbour Trust & Investment Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.02% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #141 holding.
Harbour Trust & Investment Management first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's iShares US Healthcare ETF position peaked at $302K in Q4 2023.
234 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.