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J.W. Cole Advisors’s iShares US Healthcare ETF IYH Stock Holding History

J.W. Cole Advisors’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 		$2.87M Buy
+42,844
New +$2.68M 0.05% 384
2026
Q1 		– Sell
-39,310
Closed -$635K – 1139
2025
Q4 		$635K Sell
39,310
-668
-2% -$42.1K 0.02% 810
2025
Q3 		$2.35M Buy
39,978
+604
+2% +$34.4K 0.04% 396
2025
Q2 		$2.22M Buy
39,374
+28,047
+248% +$1.58M 0.05% 383
2025
Q1 		$690K Sell
11,327
-15,192
-57% -$928K 0.02% 670
2024
Q4 		$1.55M Sell
26,519
-3,807
-13% -$235K 0.06% 306
2024
Q3 		$1.97M Buy
30,326
+3,207
+12% +$205K 0.08% 248
2024
Q2 		$1.66M Buy
27,119
+996
+4% +$59.9K 0.08% 247
2024
Q1 		$1.6M Buy
26,123
+1,938
+8% +$117K 0.08% 249
2023
Q4 		$1.38M Buy
24,185
+19,675
+436% +$1.07M 0.08% 248
2023
Q3 		$244K Sell
4,510
-1,730
-28% -$96.7K 0.02% 624
2023
Q2 		$350K Sell
6,240
-22,625
-78% -$1.26M 0.02% 531
2023
Q1 		$1.58M Buy
28,865
+22,625
+363% +$1.24M 0.11% 211
2022
Q4 		$354K Buy
6,240
+85
+1% +$4.69K 0.03% 503
2022
Q3 		$311K Sell
6,155
-85
-1% -$4.59K 0.03% 527
2022
Q2 		$336K Buy
6,240
+1,730
+38% +$95K 0.03% 514
2022
Q1 		$261K Sell
4,510
-7,805
-63% -$436K 0.02% 667
2021
Q4 		$740K Buy
+12,315
New +$704K 0.05% 358
2021
Q3 		– Sell
-18,810
Closed -$1.03M – 627
2021
Q2 		$1.03M Buy
18,810
+240
+1% +$12.7K 0.08% 268
2021
Q1 		$938K Buy
18,570
+11,555
+165% +$581K 0.09% 249
2020
Q4 		$345K Sell
7,015
-5,345
-43% -$252K 0.04% 439
2020
Q3 		$562K Buy
+12,360
New +$559K 0.04% 387
2020
Q1 		– Sell
-7,530
Closed -$325K – 316
2019
Q4 		$325K Buy
+7,530
New +$304K 0.04% 397

Other funds holding IYH

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

J.W. Cole Advisors's IYH Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 42,844 shares worth $2.87M. The stake represents 0.05% of the portfolio and ranks #384 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IYH as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IYH in Q4 2019 and has held it in 23 quarters since. 212 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • J.W. Cole Advisors held 42,844 shares of iShares US Healthcare ETF worth $2.87M as of Q2 2026.
  • iShares US Healthcare ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares US Healthcare ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #384 holding.
  • J.W. Cole Advisors first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 23 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.