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HC Advisors’s iShares US Healthcare ETF IYH Stock Holding History

HC Advisors’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 		$4.66M Sell
69,580
-2,749
-4% -$172K 2.83% 11
2026
Q1 		$4.46M Sell
72,329
-1,215
-2% -$78.5K 2.98% 10
2025
Q4 		$4.79M Sell
73,544
-920
-1% -$58K 3.31% 8
2025
Q3 		$4.37M Buy
74,464
+4,207
+6% +$240K 3.07% 10
2025
Q2 		$3.97M Buy
70,257
+2,027
+3% +$114K 2.8% 12
2025
Q1 		$4.15M Buy
68,230
+4,058
+6% +$248K 3.11% 12
2024
Q4 		$3.74M Sell
64,172
-528
-0.8% -$32.6K 3% 11
2024
Q3 		$4.21M Buy
64,700
+3,300
+5% +$211K 3.46% 10
2024
Q2 		$3.76M Buy
61,400
+5,040
+9% +$303K 3.47% 8
2024
Q1 		$3.49M Buy
56,360
+2,595
+5% +$156K 1.66% 16
2023
Q4 		$3.08M Sell
53,765
-25,320
-32% -$1.38M 1.72% 15
2023
Q3 		$4.27M Sell
79,085
-1,975
-2% -$110K 2.54% 11
2023
Q2 		$4.54M Buy
81,060
+65
+0.1% +$3.61K 2.64% 10
2023
Q1 		$4.42M Buy
80,995
+18,205
+29% +$999K 2.73% 10
2022
Q4 		$3.56M Buy
62,790
+325
+0.5% +$17.9K 2.43% 12
2022
Q3 		$3.16M Buy
62,465
+7,110
+13% +$384K 2.18% 14
2022
Q2 		$2.98M Buy
55,355
+3,350
+6% +$184K 2.12% 13
2022
Q1 		$3M Sell
52,005
-545
-1% -$30.4K 1.91% 13
2021
Q4 		$3.16M Sell
52,550
-3,100
-6% -$177K 1.94% 14
2021
Q3 		$3.07M Sell
55,650
-7,750
-12% -$443K 2.02% 12
2021
Q2 		$3.46M Buy
63,400
+1,050
+2% +$55.6K 2.13% 13
2021
Q1 		$3.15M Sell
62,350
-1,340
-2% -$67.4K 2.03% 13
2020
Q4 		$3.13M Buy
63,690
+2,735
+4% +$129K 2.14% 12
2020
Q3 		$2.77M Sell
60,955
-1,405
-2% -$63.6K 2.23% 11
2020
Q2 		$2.69M Buy
+62,360
New +$2.63M 2.23% 9
2020
Q1 		– Sell
-58,175
Closed -$2.51M – 43
2019
Q4 		$2.51M Buy
+58,175
New +$2.35M 2.59% 11

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

HC Advisors's IYH Position: Q2 2026 in Review

HC Advisors reduced its iShares US Healthcare ETF (IYH) stake by 3.8% in Q2 2026, selling an estimated $172K and leaving 69,580 shares worth $4.66M. The position accounts for 2.83% of the portfolio, ranked #11.

HC Advisors first reported a position in IYH in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.79M in Q4 2025. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • HC Advisors held 69,580 shares of iShares US Healthcare ETF worth $4.66M as of Q2 2026.
  • HC Advisors sold 2,749 iShares US Healthcare ETF shares in Q2 2026, an estimated $172K.
  • iShares US Healthcare ETF made up 2.83% of HC Advisors's portfolio in Q2 2026, its #11 holding.
  • HC Advisors first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 26 quarters since.
  • HC Advisors's iShares US Healthcare ETF position peaked at $4.79M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.