HB Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

HB Wealth 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	$378K	Buy	5,634 +316	+6%	+$19.8K	﹤0.01%	1253
2026 Q1	$328K	Sell	5,318 -153	-3%	-$9.88K	﹤0.01%	1183
2025 Q4	$356K	Buy	5,471 +245	+5%	+$15.5K	﹤0.01%	1060
2025 Q3	$307K	Hold	5,226	–	–	﹤0.01%	1062
2025 Q2	$295K	Hold	5,226	–	–	﹤0.01%	945
2025 Q1	$318K	Buy	5,226 +541	+12%	+$33.1K	﹤0.01%	941
2024 Q4	$273K	Hold	4,685	–	–	﹤0.01%	844
2024 Q3	$305K	Hold	4,685	–	–	﹤0.01%	757
2024 Q2	$287K	Sell	4,685 -2,215	-32%	-$133K	﹤0.01%	727
2024 Q1	$427K	Buy	6,900 +635	+10%	+$38.2K	0.01%	550
2023 Q4	$359K	Sell	6,265 -515	-8%	-$28K	0.01%	548
2023 Q3	$366K	Hold	6,780	–	–	0.01%	517
2023 Q2	$380K	Hold	6,780	–	–	0.01%	489
2023 Q1	$370K	Hold	6,780	–	–	0.01%	483
2022 Q4	$385K	Hold	6,780	–	–	0.01%	457
2022 Q3	$343K	Sell	6,780 -1,210	-15%	-$65.4K	0.01%	413
2022 Q2	$430K	Hold	7,990	–	–	0.01%	371
2022 Q1	$461K	Hold	7,990	–	–	0.01%	361
2021 Q4	$480K	Buy	+7,990	New	+$457K	0.01%	317

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

HB Wealth Management's IYH Position: Q2 2026 in Review

HB Wealth Management increased its iShares US Healthcare ETF (IYH) stake by 5.9% in Q2 2026, buying an estimated $19.8K and bringing the position to 5,634 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

HB Wealth Management first reported a position in IYH in Q4 2021 and has held it in 19 quarters since. The position peaked at $480K in Q4 2021. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

HB Wealth Management held 5,634 shares of iShares US Healthcare ETF worth $378K as of Q2 2026.
HB Wealth Management bought 316 iShares US Healthcare ETF shares in Q2 2026, an estimated $19.8K.
iShares US Healthcare ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1253 holding.
HB Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 19 quarters since.
HB Wealth Management's iShares US Healthcare ETF position peaked at $480K in Q4 2021.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.