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

High Point 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 		$899K Sell
13,414
-394
-3% -$24.6K 0.74% 35
2026
Q1 		$851K Buy
13,808
+40
+0.3% +$2.58K 0.82% 32
2025
Q4 		$896K Buy
+13,768
New +$869K 0.84% 32

Other funds holding IYH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

High Point Wealth Management's IYH Position: Q2 2026 in Review

High Point Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 2.9% in Q2 2026, selling an estimated $24.6K and leaving 13,414 shares worth $899K. The position accounts for 0.74% of the portfolio, ranked #35.

High Point Wealth Management first reported a position in IYH in Q4 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • High Point Wealth Management held 13,414 shares of iShares US Healthcare ETF worth $899K as of Q2 2026.
  • High Point Wealth Management sold 394 iShares US Healthcare ETF shares in Q2 2026, an estimated $24.6K.
  • iShares US Healthcare ETF made up 0.74% of High Point Wealth Management's portfolio in Q2 2026, its #35 holding.
  • High Point Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.