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Independent Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Independent Financial Group’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 		$2.01M Buy
29,989
+1,107
+4% +$69.3K 0.04% 454
2026
Q1 		$1.78M Sell
28,882
-29,697
-51% -$1.92M 0.04% 426
2025
Q4 		$3.81M Buy
58,579
+25,921
+79% +$1.64M 0.09% 219
2025
Q3 		$1.92M Sell
32,658
-3,672
-10% -$209K 0.05% 396
2025
Q2 		$2.05M Buy
36,330
+2,422
+7% +$137K 0.06% 326
2025
Q1 		$2.06M Sell
33,908
-13,386
-28% -$818K 0.07% 270
2024
Q4 		$2.76M Buy
47,294
+321
+0.7% +$19.8K 0.09% 219
2024
Q3 		$3.05M Sell
46,973
-2,242
-5% -$143K 0.11% 181
2024
Q2 		$3.02M Buy
49,215
+1,185
+2% +$71.3K 0.12% 159
2024
Q1 		$2.97M Sell
48,030
-1,895
-4% -$114K 0.14% 149
2023
Q4 		$2.86M Buy
49,925
+210
+0.4% +$11.4K 0.15% 143
2023
Q3 		$2.69M Buy
49,715
+9,270
+23% +$518K 0.17% 125
2023
Q2 		$2.27M Buy
40,445
+14,320
+55% +$796K 0.16% 142
2023
Q1 		$1.43M Buy
26,125
+2,365
+10% +$130K 0.11% 205
2022
Q4 		$1.35M Buy
23,760
+1,395
+6% +$77K 0.12% 181
2022
Q3 		$1.13M Buy
22,365
+2,005
+10% +$108K 0.1% 198
2022
Q2 		$1.1M Sell
20,360
-945
-4% -$51.9K 0.12% 208
2022
Q1 		$1.23M Sell
21,305
-6,675
-24% -$373K 0.1% 202
2021
Q4 		$1.68M Buy
27,980
+2,785
+11% +$159K 0.14% 148
2021
Q3 		$1.39M Buy
25,195
+5,030
+25% +$288K 0.14% 150
2021
Q2 		$1.1M Sell
20,165
-135
-0.7% -$7.14K 0.12% 195
2021
Q1 		$1.02M Sell
20,300
-3,545
-15% -$178K 0.13% 182
2020
Q4 		$1.17M Buy
23,845
+1,810
+8% +$85.4K 0.17% 150
2020
Q3 		$1M Sell
22,035
-160
-0.7% -$7.24K 0.19% 132
2020
Q2 		$957K Buy
22,195
+12,835
+137% +$542K 0.21% 120
2020
Q1 		$352K Buy
+9,360
New +$385K 0.1% 229

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

Independent Financial Group's IYH Position: Q2 2026 in Review

Independent Financial Group increased its iShares US Healthcare ETF (IYH) stake by 3.8% in Q2 2026, buying an estimated $69.3K and bringing the position to 29,989 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #454.

Independent Financial Group first reported a position in IYH in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.81M in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Independent Financial Group held 29,989 shares of iShares US Healthcare ETF worth $2.01M as of Q2 2026.
  • Independent Financial Group bought 1,107 iShares US Healthcare ETF shares in Q2 2026, an estimated $69.3K.
  • iShares US Healthcare ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #454 holding.
  • Independent Financial Group first reported a position in iShares US Healthcare ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares US Healthcare ETF position peaked at $3.81M in Q4 2025.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.