Hazlett, Burt & Watson’s iShares US Healthcare ETF IYH Stock Holding History

Hazlett, Burt & Watson’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	$39K	Hold	585	–	–	0.01%	500
2026 Q1	$36K	Hold	585	–	–	0.01%	501
2025 Q4	$38K	Hold	585	–	–	0.01%	492
2025 Q3	$34K	Hold	585	–	–	0.01%	480
2025 Q2	$33K	Hold	585	–	–	0.01%	431
2025 Q1	$36K	Hold	585	–	–	0.02%	403
2024 Q4	$34K	Hold	585	–	–	0.02%	403
2024 Q3	$38K	Hold	585	–	–	0.02%	381
2024 Q2	$36K	Hold	585	–	–	0.02%	377
2024 Q1	$36K	Hold	585	–	–	0.02%	374
2023 Q4	$33K	Hold	585	–	–	0.02%	363
2023 Q3	$32K	Hold	585	–	–	0.02%	358
2023 Q2	$33K	Hold	585	–	–	0.02%	358
2023 Q1	$32K	Hold	585	–	–	0.03%	337
2022 Q4	$33K	Hold	585	–	–	0.03%	323
2022 Q3	$30K	Hold	585	–	–	0.03%	321
2022 Q2	$31K	Hold	585	–	–	0.03%	324
2022 Q1	$34K	Buy	+585	New	+$32.7K	0.03%	330

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

Hazlett, Burt & Watson's IYH Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 585 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #500.

Hazlett, Burt & Watson first reported a position in IYH in Q1 2022 and has held it in 18 quarters since. 531 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Hazlett, Burt & Watson held 585 shares of iShares US Healthcare ETF worth $39K as of Q2 2026.
Hazlett, Burt & Watson left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #500 holding.
Hazlett, Burt & Watson first reported a position in iShares US Healthcare ETF in Q1 2022 and has held it in 18 quarters since.
531 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.