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Integrated Wealth Concepts’s iShares US Healthcare ETF IYH Stock Holding History

Integrated Wealth Concepts’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 		$563K Sell
8,404
-5,411
-39% -$339K ﹤0.01% 1585
2026
Q1 		$852K Buy
13,815
+4,463
+48% +$288K 0.01% 1212
2025
Q4 		$609K Sell
9,352
-4,335
-32% -$274K 0.01% 1000
2025
Q3 		$804K Sell
13,687
-1,244
-8% -$70.9K 0.01% 1102
2025
Q2 		$843K Sell
14,931
-1,461
-9% -$82.4K 0.01% 1018
2025
Q1 		$998K Sell
16,392
-8
-0% -$489 0.01% 831
2024
Q4 		$956K Sell
16,400
-27,421
-63% -$1.69M 0.01% 834
2024
Q3 		$2.85M Sell
43,821
-948
-2% -$60.6K 0.03% 443
2024
Q2 		$2.74M Sell
44,769
-6,446
-13% -$388K 0.04% 410
2024
Q1 		$3.17M Buy
51,215
+12,015
+31% +$723K 0.05% 377
2023
Q4 		$2.24M Sell
39,200
-16,525
-30% -$900K 0.04% 438
2023
Q3 		$3.01M Sell
55,725
-10,235
-16% -$572K 0.05% 327
2023
Q2 		$3.7M Buy
65,960
+9,290
+16% +$516K 0.06% 289
2023
Q1 		$3.1M Buy
56,670
+8,975
+19% +$492K 0.06% 278
2022
Q4 		$2.71M Buy
47,695
+8,045
+20% +$444K 0.07% 251
2022
Q3 		$2.01M Buy
39,650
+2,615
+7% +$141K 0.06% 281
2022
Q2 		$1.99M Buy
37,035
+6,945
+23% +$381K 0.06% 283
2022
Q1 		$1.74M Buy
30,090
+12,240
+69% +$683K 0.05% 283
2021
Q4 		$1.07M Buy
17,850
+3,420
+24% +$195K 0.03% 400
2021
Q3 		$796K Buy
14,430
+90
+0.6% +$5.15K 0.03% 461
2021
Q2 		$783K Buy
14,340
+2,520
+21% +$133K 0.03% 420
2021
Q1 		$597K Buy
11,820
+6,130
+108% +$308K 0.02% 432
2020
Q4 		$280K Buy
5,690
+410
+8% +$19.4K 0.01% 528
2020
Q3 		$240K Buy
+5,280
New +$239K 0.01% 504

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

Integrated Wealth Concepts's IYH Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares US Healthcare ETF (IYH) stake by 39% in Q2 2026, selling an estimated $339K and leaving 8,404 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Integrated Wealth Concepts first reported a position in IYH in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.7M in Q2 2023. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Integrated Wealth Concepts held 8,404 shares of iShares US Healthcare ETF worth $563K as of Q2 2026.
  • Integrated Wealth Concepts sold 5,411 iShares US Healthcare ETF shares in Q2 2026, an estimated $339K.
  • iShares US Healthcare ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1585 holding.
  • Integrated Wealth Concepts first reported a position in iShares US Healthcare ETF in Q3 2020 and has held it in 24 quarters since.
  • Integrated Wealth Concepts's iShares US Healthcare ETF position peaked at $3.7M in Q2 2023.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.