Joseph P. Lucia & Associates’s iShares US Healthcare ETF IYH Stock Holding History

Joseph P. Lucia & Associates’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	$259K	Hold	3,870	–	–	0.08%	159
2026 Q1	$239K	Hold	3,870	–	–	0.09%	154
2025 Q4	$252K	Buy	+3,870	New	+$244K	0.09%	147
2025 Q2	–	Sell	-3,324	Closed	-$202K	–	153
2025 Q1	$202K	Buy	+3,324	New	+$203K	0.09%	134
2024 Q4	–	Sell	-3,241	Closed	-$211K	–	149
2024 Q3	$211K	Sell	3,241 -79	-2%	-$5.05K	0.1%	128
2024 Q2	$203K	Buy	+3,320	New	+$200K	0.1%	117
2022 Q3	–	Sell	-875	Closed	-$47K	–	275
2022 Q2	$47K	Hold	875	–	–	0.03%	187
2022 Q1	$51K	Buy	+875	New	+$48.8K	0.03%	190
2021 Q4	–	Sell	-875	Closed	-$48K	–	344
2021 Q3	$48K	Hold	875	–	–	0.03%	219
2021 Q2	$48K	Hold	875	–	–	0.03%	223
2021 Q1	$44K	Hold	875	–	–	0.02%	211
2020 Q4	$43K	Buy	+875	New	+$41.3K	0.03%	194
2020 Q3	–	Sell	-875	Closed	-$38K	–	274
2020 Q2	$38K	Hold	875	–	–	0.03%	189
2020 Q1	$33K	Hold	875	–	–	0.04%	188
2019 Q4	$38K	Hold	875	–	–	0.03%	199
2019 Q3	$33K	Hold	875	–	–	0.03%	204
2019 Q2	$34K	Hold	875	–	–	0.04%	205
2019 Q1	$34K	Buy	+875	New	+$33.2K	0.06%	138

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

Joseph P. Lucia & Associates's IYH Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 3,870 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #159.

Joseph P. Lucia & Associates first reported a position in IYH in Q1 2019 and has held it in 18 quarters since. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Joseph P. Lucia & Associates held 3,870 shares of iShares US Healthcare ETF worth $259K as of Q2 2026.
Joseph P. Lucia & Associates left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.08% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #159 holding.
Joseph P. Lucia & Associates first reported a position in iShares US Healthcare ETF in Q1 2019 and has held it in 18 quarters since.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.