IEQ Capital’s iShares US Healthcare ETF IYH Stock Holding History

IEQ Capital’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	$366K	Sell	5,460 -1,056	-16%	-$66.1K	﹤0.01%	1545
2026 Q1	$402K	Sell	6,516 -403	-6%	-$26K	﹤0.01%	1394
2025 Q4	$450K	Buy	6,919 +1,459	+27%	+$92.1K	﹤0.01%	1384
2025 Q3	$321K	Hold	5,460	–	–	﹤0.01%	1490
2025 Q2	$308K	Hold	5,460	–	–	﹤0.01%	1379
2025 Q1	$332K	Hold	5,460	–	–	﹤0.01%	1145
2024 Q4	$318K	Hold	5,460	–	–	﹤0.01%	1001
2024 Q3	$355K	Hold	5,460	–	–	﹤0.01%	867
2024 Q2	$335K	Hold	5,460	–	–	﹤0.01%	769
2024 Q1	$338K	Hold	5,460	–	–	﹤0.01%	741
2023 Q4	$313K	Hold	5,460	–	–	0.01%	717
2023 Q3	$295K	Hold	5,460	–	–	0.01%	726
2023 Q2	$306K	Buy	+5,460	New	+$303K	0.01%	672

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

IEQ Capital's IYH Position: Q2 2026 in Review

IEQ Capital reduced its iShares US Healthcare ETF (IYH) stake by 16% in Q2 2026, selling an estimated $66.1K and leaving 5,460 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

IEQ Capital first reported a position in IYH in Q2 2023 and has held it in 13 quarters since. The position peaked at $450K in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

IEQ Capital held 5,460 shares of iShares US Healthcare ETF worth $366K as of Q2 2026.
IEQ Capital sold 1,056 iShares US Healthcare ETF shares in Q2 2026, an estimated $66.1K.
iShares US Healthcare ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1545 holding.
IEQ Capital first reported a position in iShares US Healthcare ETF in Q2 2023 and has held it in 13 quarters since.
IEQ Capital's iShares US Healthcare ETF position peaked at $450K in Q4 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.