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IFG Advisory’s iShares US Healthcare ETF IYH Stock Holding History

IFG Advisory’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 		$1.14M Buy
+16,976
New +$1.06M 0.04% 392
2026
Q1 		– Sell
-16,901
Closed -$1.1M – 632
2025
Q4 		$1.1M Buy
16,901
+898
+6% +$56.7K 0.05% 344
2025
Q3 		$940K Sell
16,003
-1,280
-7% -$72.9K 0.04% 364
2025
Q2 		$976K Sell
17,283
-1,023
-6% -$57.7K 0.05% 347
2025
Q1 		$1.11M Sell
18,306
-4,534
-20% -$277K 0.06% 301
2024
Q4 		$1.33M Sell
22,840
-9,510
-29% -$588K 0.08% 257
2024
Q3 		$2.1M Sell
32,350
-2,141
-6% -$137K 0.13% 197
2024
Q2 		$2.11M Sell
34,491
-1,698
-5% -$102K 0.14% 179
2024
Q1 		$2.24M Sell
36,189
-4,666
-11% -$281K 0.17% 171
2023
Q4 		$2.34M Buy
40,855
+4,330
+12% +$236K 0.17% 154
2023
Q3 		$1.97M Sell
36,525
-35
-0.1% -$1.96K 0.17% 167
2023
Q2 		$2.05M Sell
36,560
-440
-1% -$24.4K 0.18% 160
2023
Q1 		$2.02M Buy
37,000
+100
+0.3% +$5.49K 0.19% 133
2022
Q4 		$2.09M Buy
36,900
+570
+2% +$31.5K 0.21% 112
2022
Q3 		$1.84M Buy
36,330
+7,745
+27% +$418K 0.17% 131
2022
Q2 		$1.54M Sell
28,585
-715
-2% -$39.3K 0.16% 137
2022
Q1 		$1.69M Sell
29,300
-280
-0.9% -$15.6K 0.17% 146
2021
Q4 		$1.78M Sell
29,580
-1,175
-4% -$67.1K 0.17% 138
2021
Q3 		$1.7M Hold
30,755
– – 0.18% 145
2021
Q2 		$1.68M Sell
30,755
-70
-0.2% -$3.71K 0.19% 143
2021
Q1 		$1.56M Hold
30,825
– – 0.19% 129
2020
Q4 		$1.52M Sell
30,825
-70
-0.2% -$3.3K 0.21% 122
2020
Q3 		$1.4M Sell
30,895
-4,290
-12% -$194K 0.23% 109
2020
Q2 		$1.52M Sell
35,185
-515
-1% -$21.7K 0.27% 88
2020
Q1 		$1.34M Buy
35,700
+270
+0.8% +$11.1K 0.3% 83
2019
Q4 		$1.53M Sell
35,430
-120
-0.3% -$4.85K 0.28% 94
2019
Q3 		$1.34M Buy
+35,550
New +$1.37M 0.26% 99

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

IFG Advisory's IYH Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 16,976 shares worth $1.14M. The stake represents 0.04% of the portfolio and ranks #392 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IYH as recently as Q4 2025.

IFG Advisory first reported a position in IYH in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.34M in Q4 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • IFG Advisory held 16,976 shares of iShares US Healthcare ETF worth $1.14M as of Q2 2026.
  • iShares US Healthcare ETF was a new IFG Advisory position in Q2 2026.
  • iShares US Healthcare ETF made up 0.04% of IFG Advisory's portfolio in Q2 2026, its #392 holding.
  • IFG Advisory first reported a position in iShares US Healthcare ETF in Q3 2019 and has held it in 27 quarters since.
  • IFG Advisory's iShares US Healthcare ETF position peaked at $2.34M in Q4 2023.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.