JFS Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

JFS Wealth 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	$256K	Hold	3,815	–	–	0.01%	310
2026 Q1	$235K	Hold	3,815	–	–	0.01%	306
2025 Q4	$248K	Hold	3,815	–	–	0.01%	296
2025 Q3	$224K	Buy	3,815 +3,645	+2,144%	+$208K	0.01%	313
2025 Q2	$9.6K	Sell	170 -170	-50%	-$9.59K	﹤0.01%	876
2025 Q1	$20.7K	Hold	340	–	–	﹤0.01%	649
2024 Q4	$19.8K	Hold	340	–	–	﹤0.01%	648
2024 Q3	$22.1K	Hold	340	–	–	﹤0.01%	618
2024 Q2	$20.8K	Hold	340	–	–	﹤0.01%	594
2024 Q1	$21K	Hold	340	–	–	﹤0.01%	615
2023 Q4	$19.5K	Hold	340	–	–	﹤0.01%	591
2023 Q3	$18.4K	Hold	340	–	–	﹤0.01%	569
2023 Q2	$19.1K	Hold	340	–	–	﹤0.01%	564
2023 Q1	$18.6K	Hold	340	–	–	﹤0.01%	555
2022 Q4	$19.3K	Sell	340 -4,270	-93%	-$236K	﹤0.01%	543
2022 Q3	$233K	Hold	4,610	–	–	0.03%	199
2022 Q2	$248K	Buy	4,610 +890	+24%	+$48.9K	0.03%	189
2022 Q1	$215K	Hold	3,720	–	–	0.02%	220
2021 Q4	$223K	Sell	3,720 -4,645	-56%	-$265K	0.02%	213
2021 Q3	$462K	Buy	+8,365	New	+$478K	0.05%	154

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

JFS Wealth Advisors's IYH Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 3,815 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #310.

JFS Wealth Advisors first reported a position in IYH in Q3 2021 and has held it in 20 quarters since. The position peaked at $462K in Q3 2021. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

JFS Wealth Advisors held 3,815 shares of iShares US Healthcare ETF worth $256K as of Q2 2026.
JFS Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #310 holding.
JFS Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's iShares US Healthcare ETF position peaked at $462K in Q3 2021.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.