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

IHT 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 		$209K Sell
3,115
-1,021
-25% -$63.9K ﹤0.01% 1170
2026
Q1 		$255K Buy
4,136
+383
+10% +$24.7K 0.01% 1072
2025
Q4 		$244K Sell
3,753
-280
-7% -$17.7K 0.01% 1045
2025
Q3 		$237K Sell
4,033
-6,156
-60% -$351K 0.01% 1047
2025
Q2 		$575K Buy
10,189
+6,030
+145% +$340K 0.02% 652
2025
Q1 		$253K Buy
4,159
+105
+3% +$6.42K 0.01% 925
2024
Q4 		$236K Sell
4,054
-95
-2% -$5.87K 0.01% 948
2024
Q3 		$270K Buy
4,149
+205
+5% +$13.1K 0.01% 949
2024
Q2 		$242K Sell
3,944
-1,600
-29% -$96.3K 0.01% 877
2024
Q1 		$343K Sell
5,544
-106
-2% -$6.38K 0.01% 756
2023
Q4 		$324K Buy
5,650
+220
+4% +$12K 0.01% 741
2023
Q3 		$293K Sell
5,430
-2,685
-33% -$150K 0.01% 741
2023
Q2 		$455K Sell
8,115
-95
-1% -$5.28K 0.02% 577
2023
Q1 		$448K Sell
8,210
-2,145
-21% -$118K 0.03% 539
2022
Q4 		$588K Buy
10,355
+70
+0.7% +$3.86K 0.04% 442
2022
Q3 		$521K Buy
10,285
+3,855
+60% +$208K 0.04% 446
2022
Q2 		$346K Sell
6,430
-495
-7% -$27.2K 0.03% 483
2022
Q1 		$400K Sell
6,925
-495
-7% -$27.6K 0.03% 485
2021
Q4 		$446K Buy
7,420
+10
+0.1% +$571 0.03% 471
2021
Q3 		$409K Buy
7,410
+1,110
+18% +$63.5K 0.03% 490
2021
Q2 		$344K Sell
6,300
-80
-1% -$4.23K 0.02% 650
2021
Q1 		$322K Buy
6,380
+5
+0.1% +$251 0.02% 609
2020
Q4 		$314K Buy
6,375
+5
+0.1% +$236 0.03% 544
2020
Q3 		$289K Buy
6,370
+10
+0.2% +$453 0.03% 489
2020
Q2 		$274K Buy
6,360
+405
+7% +$17.1K 0.04% 436
2020
Q1 		$224K Buy
5,955
+1,180
+25% +$48.5K 0.03% 463
2019
Q4 		$206K Sell
4,775
-735
-13% -$29.7K 0.02% 556
2019
Q3 		$208K Buy
5,510
+5
+0.1% +$192 0.03% 544
2019
Q2 		$215K Sell
5,505
-95
-2% -$3.6K 0.03% 476
2019
Q1 		$217K Buy
+5,600
New +$213K 0.04% 441
2018
Q2 		– Sell
-3,450
Closed -$116K – 903
2018
Q1 		$116K Buy
3,450
+30
+0.9% +$1.08K 0.03% 450
2017
Q4 		$122K Buy
3,420
+2,530
+284% +$87.8K 0.03% 446
2017
Q3 		$31K Sell
890
-25,255
-97% -$851K 0.01% 648
2017
Q2 		$188 Sell
26,145
-2,205
-8% -$70.4K 0.09% 239
2017
Q1 		$219K Buy
28,350
+27,460
+3,085% +$838K 0.15% 165
2016
Q4 		$26K Buy
+890
New +$25.8K 0.02% 554

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

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

IHT Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 25% in Q2 2026, selling an estimated $63.9K and leaving 3,115 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

IHT Wealth Management first reported a position in IYH in Q4 2016 and has held it in 36 quarters since. The position peaked at $588K in Q4 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • IHT Wealth Management held 3,115 shares of iShares US Healthcare ETF worth $209K as of Q2 2026.
  • IHT Wealth Management sold 1,021 iShares US Healthcare ETF shares in Q2 2026, an estimated $63.9K.
  • iShares US Healthcare ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1170 holding.
  • IHT Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2016 and has held it in 36 quarters since.
  • IHT Wealth Management's iShares US Healthcare ETF position peaked at $588K in Q4 2022.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.