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

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

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. 534 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.
534 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.