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

Institute for 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	$10.7K	Buy	+159	New	+$9.95K	﹤0.01%	1302
2020 Q1	–	Sell	-600	Closed	-$26K	–	551
2019 Q4	$26K	Buy	+600	New	+$24.2K	0.01%	548
2014 Q4	–	Sell	-295	Closed	-$8K	–	41
2014 Q3	$8K	Hold	295	–	–	0.01%	51
2014 Q2	$8K	Sell	295 -89,635	-100%	-$2.21M	0.01%	49
2014 Q1	$2.21M	Buy	89,930 +6,840	+8%	+$166K	1.9%	20
2013 Q4	$1.94M	Sell	83,090 -143,755	-63%	-$3.23M	1.39%	25
2013 Q3	$4.85M	Buy	226,845 +127,645	+129%	+$2.71M	3.34%	12
2013 Q2	$1.99M	Buy	+99,200	New	+$2M	1.6%	26

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

Institute for Wealth Management's IYH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 159 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IYH as recently as Q4 2019.

Institute for Wealth Management first reported a position in IYH in Q2 2013 and has held it in 8 quarters since. The position peaked at $4.85M in Q3 2013. 531 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Institute for Wealth Management held 159 shares of iShares US Healthcare ETF worth $10.7K as of Q2 2026.
iShares US Healthcare ETF was a new Institute for Wealth Management position in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1302 holding.
Institute for Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 8 quarters since.
Institute for Wealth Management's iShares US Healthcare ETF position peaked at $4.85M in Q3 2013.
531 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.