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

HighMark 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 		$20.6K Buy
308
+1
+0.3% +$63 0.01% 246
2026
Q1 		$18.9K Buy
307
+1
+0.3% +$65 0.01% 227
2025
Q4 		$19.9K Buy
306
+1
+0.3% +$63 0.01% 239
2025
Q3 		$17.9K Buy
305
+1
+0.3% +$57 0.01% 245
2025
Q2 		$17.2K Buy
304
+1
+0.3% +$56 0.01% 247
2025
Q1 		$18.5K Buy
303
+1
+0.3% +$61 0.01% 203
2024
Q4 		$17.6K Buy
302
+1
+0.3% +$62 0.01% 212
2024
Q3 		$19.6K Buy
301
+1
+0.3% +$64 0.01% 209
2024
Q2 		$18.4K Hold
300
– – 0.01% 212
2024
Q1 		$18.5K Hold
300
– – 0.01% 206
2023
Q4 		$17.1K Buy
300
+5
+2% +$272 0.01% 206
2023
Q3 		$16K Hold
295
– – 0.01% 205
2023
Q2 		$16.6K Hold
295
– – 0.01% 198
2023
Q1 		$16.2K Hold
295
– – 0.01% 230
2022
Q4 		$16.7K Hold
295
– – 0.01% 185
2022
Q3 		$15K Hold
295
– – 0.01% 195
2022
Q2 		$16K Buy
295
+5
+2% +$274 0.01% 187
2022
Q1 		$17K Hold
290
– – 0.01% 194
2021
Q4 		$18K Hold
290
– – 0.01% 185
2021
Q3 		$16K Hold
290
– – 0.01% 202
2021
Q2 		$16K Sell
290
-145
-33% -$7.67K 0.01% 207
2021
Q1 		$22K Hold
435
– – 0.02% 161
2020
Q4 		$21K Sell
435
-30
-6% -$1.42K 0.02% 161
2020
Q3 		$21K Buy
465
+5
+1% +$226 0.02% 164
2020
Q2 		$20K Buy
+460
New +$19.4K 0.02% 134

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

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

HighMark Wealth Management increased its iShares US Healthcare ETF (IYH) stake by 0.33% in Q2 2026, buying an estimated $63 and bringing the position to 308 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #246.

HighMark Wealth Management first reported a position in IYH in Q2 2020 and has held it in 25 quarters since. The position peaked at $22K in Q1 2021. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • HighMark Wealth Management held 308 shares of iShares US Healthcare ETF worth $20.6K as of Q2 2026.
  • HighMark Wealth Management bought 1 iShares US Healthcare ETF share in Q2 2026, an estimated $63.
  • iShares US Healthcare ETF made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #246 holding.
  • HighMark Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2020 and has held it in 25 quarters since.
  • HighMark Wealth Management's iShares US Healthcare ETF position peaked at $22K in Q1 2021.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.