Independent Advisor Alliance’s iShares US Healthcare ETF IYH Stock Holding History

Independent Advisor Alliance’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	$263K	Sell	3,932 -6,467	-62%	-$405K	0.01%	869
2026 Q1	$641K	Buy	10,399 +6,367	+158%	+$411K	0.01%	1019
2025 Q4	$262K	Hold	4,032	–	–	0.01%	837
2025 Q3	$237K	Hold	4,032	–	–	0.01%	837
2025 Q2	$228K	Hold	4,032	–	–	0.01%	797
2025 Q1	$246K	Sell	4,032 -8,987	-69%	-$549K	0.01%	714
2024 Q4	$759K	Buy	13,019 +9,316	+252%	+$576K	0.01%	810
2024 Q3	$241K	Buy	+3,703	New	+$237K	0.01%	617
2020 Q1	–	Sell	-31,300	Closed	-$1.35M	–	650
2019 Q4	$1.35M	Buy	31,300 +6,905	+28%	+$279K	0.06%	307
2019 Q3	$966K	Buy	+24,395	New	+$939K	0.12%	162

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

Independent Advisor Alliance's IYH Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares US Healthcare ETF (IYH) stake by 62% in Q2 2026, selling an estimated $405K and leaving 3,932 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #869.

Independent Advisor Alliance first reported a position in IYH in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.35M in Q4 2019. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Independent Advisor Alliance held 3,932 shares of iShares US Healthcare ETF worth $263K as of Q2 2026.
Independent Advisor Alliance sold 6,467 iShares US Healthcare ETF shares in Q2 2026, an estimated $405K.
iShares US Healthcare ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #869 holding.
Independent Advisor Alliance first reported a position in iShares US Healthcare ETF in Q3 2019 and has held it in 10 quarters since.
Independent Advisor Alliance's iShares US Healthcare ETF position peaked at $1.35M in Q4 2019.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.