HHM Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

HHM Wealth 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	$59.6K	Hold	890	–	–	0.01%	363
2026 Q1	$54.9K	Hold	890	–	–	0.01%	359
2025 Q4	$57.9K	Hold	890	–	–	0.01%	341
2025 Q3	$52.3K	Hold	890	–	–	0.01%	371
2025 Q2	$50.3K	Hold	890	–	–	0.01%	374
2025 Q1	$54.2K	Hold	890	–	–	0.01%	344
2024 Q4	$51.9K	Hold	890	–	–	0.01%	343
2024 Q3	$57.9K	Hold	890	–	–	0.01%	317
2024 Q2	$54.5K	Hold	890	–	–	0.01%	327
2024 Q1	$55.1K	Hold	890	–	–	0.01%	282
2023 Q4	$51K	Hold	890	–	–	0.01%	282
2023 Q3	$48.1K	Hold	890	–	–	0.01%	274
2023 Q2	$49.9K	Hold	890	–	–	0.01%	282
2023 Q1	$48.6K	Hold	890	–	–	0.01%	283
2022 Q4	$50.5K	Hold	890	–	–	0.01%	242
2022 Q3	$45K	Hold	890	–	–	0.01%	247
2022 Q2	$48K	Hold	890	–	–	0.01%	284
2022 Q1	$51K	Hold	890	–	–	0.01%	305
2021 Q4	$53K	Hold	890	–	–	0.01%	301
2021 Q3	$49K	Hold	890	–	–	0.01%	303
2021 Q2	$49K	Hold	890	–	–	0.01%	300
2021 Q1	$45K	Hold	890	–	–	0.01%	292
2020 Q4	$44K	Hold	890	–	–	0.02%	275
2020 Q3	$40K	Buy	+890	New	+$40.3K	0.02%	247

Other funds holding IYH

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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 $43.3B AUM 29.3% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

HHM Wealth Advisors's IYH Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 890 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #363.

HHM Wealth Advisors first reported a position in IYH in Q3 2020 and has held it in 24 quarters since. 175 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

HHM Wealth Advisors held 890 shares of iShares US Healthcare ETF worth $59.6K as of Q2 2026.
HHM Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #363 holding.
HHM Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2020 and has held it in 24 quarters since.
175 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.