Hartford Financial Management’s iShares US Healthcare ETF IYH Stock Holding History

Hartford Financial 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	$17.1K	Hold	255	–	–	﹤0.01%	257
2026 Q1	$15.7K	Hold	255	–	–	﹤0.01%	252
2025 Q4	$16.6K	Hold	255	–	–	﹤0.01%	246
2025 Q3	$15K	Hold	255	–	–	﹤0.01%	255
2025 Q2	$14.4K	Hold	255	–	–	﹤0.01%	264
2025 Q1	$15.5K	Hold	255	–	–	﹤0.01%	269
2024 Q4	$14.9K	Hold	255	–	–	﹤0.01%	279
2024 Q3	$16.6K	Hold	255	–	–	﹤0.01%	275
2024 Q2	$15.6K	Hold	255	–	–	﹤0.01%	284
2024 Q1	$15.8K	Hold	255	–	–	﹤0.01%	288
2023 Q4	$14.7K	Hold	255	–	–	﹤0.01%	287
2023 Q3	$13.8K	Hold	255	–	–	﹤0.01%	289
2023 Q2	$14.4K	Hold	255	–	–	﹤0.01%	263
2023 Q1	$14K	Hold	255	–	–	﹤0.01%	261
2022 Q4	$14.5K	Hold	255	–	–	﹤0.01%	259
2022 Q3	$13K	Hold	255	–	–	﹤0.01%	263
2022 Q2	$14K	Hold	255	–	–	﹤0.01%	261
2022 Q1	$15K	Hold	255	–	–	﹤0.01%	268
2021 Q4	$15K	Hold	255	–	–	﹤0.01%	271
2021 Q3	$14K	Hold	255	–	–	﹤0.01%	270
2021 Q2	$14K	Hold	255	–	–	﹤0.01%	271
2021 Q1	$13K	Hold	255	–	–	﹤0.01%	280
2020 Q4	$13K	Hold	255	–	–	﹤0.01%	270
2020 Q3	$12K	Hold	255	–	–	﹤0.01%	255
2020 Q2	$11K	Hold	255	–	–	﹤0.01%	262
2020 Q1	$10K	Hold	255	–	–	﹤0.01%	263
2019 Q4	$11K	Hold	255	–	–	﹤0.01%	286
2019 Q3	$10K	Hold	255	–	–	﹤0.01%	294
2019 Q2	$10K	Hold	255	–	–	﹤0.01%	295
2019 Q1	$10K	Hold	255	–	–	﹤0.01%	300
2018 Q4	$9K	Hold	255	–	–	﹤0.01%	313
2018 Q3	$10K	Hold	255	–	–	﹤0.01%	318
2018 Q2	$9K	Hold	255	–	–	﹤0.01%	331
2018 Q1	$8K	Hold	255	–	–	﹤0.01%	277
2017 Q4	$8K	Hold	255	–	–	﹤0.01%	285
2017 Q3	$8K	Hold	255	–	–	﹤0.01%	312
2017 Q2	$8K	Buy	+255	New	+$8.14K	﹤0.01%	299
2017 Q1	–	Sell	-250	Closed	-$7K	–	352
2016 Q4	$7K	Hold	250	–	–	﹤0.01%	261
2016 Q3	$7K	Hold	250	–	–	﹤0.01%	258
2016 Q2	$7K	Hold	250	–	–	﹤0.01%	237
2016 Q1	$7K	Buy	250 +5	+2%	+$138	﹤0.01%	229
2015 Q4	$7K	Hold	245	–	–	﹤0.01%	226
2015 Q3	$6K	Hold	245	–	–	﹤0.01%	216
2015 Q2	$7K	Buy	+245	New	+$7.71K	﹤0.01%	228
2015 Q1	–	Sell	-245	Closed	-$7K	–	167
2014 Q4	$7K	Hold	245	–	–	﹤0.01%	205
2014 Q3	$6K	Buy	245 +5	+2%	+$132	﹤0.01%	238
2014 Q2	$6K	Hold	240	–	–	﹤0.01%	240
2014 Q1	$5K	Hold	240	–	–	﹤0.01%	231
2013 Q4	$5K	Hold	240	–	–	﹤0.01%	224
2013 Q3	$5K	Buy	+240	New	+$5.09K	﹤0.01%	230

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Hartford Financial Management's IYH Position: Q2 2026 in Review

Hartford Financial Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 255 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Hartford Financial Management first reported a position in IYH in Q3 2013 and has held it in 50 quarters since. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Hartford Financial Management held 255 shares of iShares US Healthcare ETF worth $17.1K as of Q2 2026.
Hartford Financial Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of Hartford Financial Management's portfolio in Q2 2026, its #257 holding.
Hartford Financial Management first reported a position in iShares US Healthcare ETF in Q3 2013 and has held it in 50 quarters since.
533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.