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IFP Advisors’s iShares US Healthcare ETF IYH Stock Holding History

IFP Advisors’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 		$976K Buy
14,566
+105
+0.7% +$6.57K 0.02% 747
2026
Q1 		$891K Sell
14,461
-2,007
-12% -$130K 0.02% 738
2025
Q4 		$1.07M Buy
16,468
+324
+2% +$20.4K 0.02% 633
2025
Q3 		$948K Sell
16,144
-1,728
-10% -$98.4K 0.02% 620
2025
Q2 		$1.01M Sell
17,872
-520
-3% -$29.3K 0.03% 576
2025
Q1 		$1.12M Sell
18,392
-1,310
-7% -$80K 0.03% 525
2024
Q4 		$1.15M Buy
19,702
+15,716
+394% +$971K 0.04% 493
2024
Q3 		$259K Sell
3,986
-59
-1% -$3.77K 0.01% 970
2024
Q2 		$248K Buy
4,045
+70
+2% +$4.21K 0.01% 933
2024
Q1 		$246K Sell
3,975
-1,105
-22% -$66.5K 0.01% 898
2023
Q4 		$291K Sell
5,080
-525
-9% -$28.6K 0.01% 785
2023
Q3 		$303K Sell
5,605
-155
-3% -$8.66K 0.01% 773
2023
Q2 		$323K Buy
5,760
+210
+4% +$11.7K 0.01% 812
2023
Q1 		$170K Sell
5,550
-425
-7% -$23.3K 0.01% 1012
2022
Q4 		$182K Sell
5,975
-3,855
-39% -$213K ﹤0.01% 1402
2022
Q3 		$303K Buy
9,830
+175
+2% +$9.45K 0.01% 1189
2022
Q2 		$299K Hold
9,655
– – 0.01% 1078
2022
Q1 		$299K Buy
9,655
+4,365
+83% +$244K 0.01% 1078
2021
Q4 		$321K Buy
5,290
+1,480
+39% +$84.6K 0.01% 754
2021
Q3 		$209K Sell
3,810
-2,120
-36% -$121K ﹤0.01% 932
2021
Q2 		$328K Buy
5,930
+1,770
+43% +$93.7K 0.01% 687
2021
Q1 		$210K Buy
4,160
+270
+7% +$13.6K ﹤0.01% 813
2020
Q4 		$191K Buy
3,890
+110
+3% +$5.19K 0.01% 824
2020
Q3 		$172K Sell
3,780
-355
-9% -$16.1K 0.01% 763
2020
Q2 		$175K Sell
4,135
-40
-1% -$1.69K 0.01% 714
2020
Q1 		$152K Buy
4,175
+185
+5% +$7.61K 0.02% 669
2019
Q4 		$171K Sell
3,990
-100
-2% -$4.04K 0.01% 725
2019
Q3 		$152K Buy
+4,090
New +$157K 0.01% 869
2019
Q1 		$555K Sell
14,285
-59,605
-81% -$2.26M 0.08% 264
2018
Q4 		$2.63M Buy
73,890
+5,025
+7% +$193K 0.16% 148
2018
Q3 		$2.79M Buy
68,865
+20,110
+41% +$776K 0.11% 198
2018
Q2 		$1.74M Sell
48,755
-59,105
-55% -$2.08M 0.07% 279
2018
Q1 		$3.76M Hold
107,860
– – 0.17% 132
2017
Q4 		$3.76M Buy
107,860
+10,790
+11% +$375K 0.17% 132
2017
Q3 		$3.34M Buy
97,070
+6,395
+7% +$216K 0.13% 173
2017
Q2 		$3.02M Buy
90,675
+41,190
+83% +$1.32M 0.13% 184
2017
Q1 		$1.54M Sell
49,485
-5,745
-10% -$175K 0.07% 310
2016
Q4 		$1.59M Buy
55,230
+5,855
+12% +$170K 0.08% 283
2016
Q3 		$1.48M Sell
49,375
-6,595
-12% -$202K 0.08% 271
2016
Q2 		$1.66M Buy
55,970
+41,685
+292% +$1.22M 0.09% 248
2016
Q1 		$555K Sell
14,285
-9,420
-40% -$261K 0.08% 264
2015
Q4 		$711K Buy
+23,705
New +$705K 0.05% 393

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

IFP Advisors's IYH Position: Q2 2026 in Review

IFP Advisors increased its iShares US Healthcare ETF (IYH) stake by 0.73% in Q2 2026, buying an estimated $6.57K and bringing the position to 14,566 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #747.

IFP Advisors first reported a position in IYH in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.76M in Q1 2018. 531 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • IFP Advisors held 14,566 shares of iShares US Healthcare ETF worth $976K as of Q2 2026.
  • IFP Advisors bought 105 iShares US Healthcare ETF shares in Q2 2026, an estimated $6.57K.
  • iShares US Healthcare ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #747 holding.
  • IFP Advisors first reported a position in iShares US Healthcare ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares US Healthcare ETF position peaked at $3.76M in Q1 2018.
  • 531 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.