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HM Payson & Co’s iShares US Healthcare ETF IYH Stock Holding History

HM Payson & Co’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 		$1.68K Buy
+25
New +$1.56K ﹤0.01% 1066
2024
Q4 		– Sell
-250
Closed -$16.3K – 1091
2024
Q3 		$16.3K Sell
250
-65
-21% -$4.15K ﹤0.01% 789
2024
Q2 		$19.3K Buy
+315
New +$19K ﹤0.01% 767

Other funds holding IYH

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
NO
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
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

HM Payson & Co's IYH Position: Q2 2026 in Review

HM Payson & Co opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 25 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: HM Payson & Co previously reported a position in IYH as recently as Q3 2024.

HM Payson & Co first reported a position in IYH in Q2 2024 and has held it in 3 quarters since. The position peaked at $19.3K in Q2 2024. 102 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • HM Payson & Co held 25 shares of iShares US Healthcare ETF worth $1.68K as of Q2 2026.
  • iShares US Healthcare ETF was a new HM Payson & Co position in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1066 holding.
  • HM Payson & Co first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 3 quarters since.
  • HM Payson & Co's iShares US Healthcare ETF position peaked at $19.3K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.