Larson Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Larson Financial Group’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	$376K	Hold	5,614	–	–	0.01%	636
2026 Q1	$346K	Buy	5,614 +4,020	+252%	+$260K	0.01%	581
2025 Q4	$104K	Buy	1,594 +1	+0.1%	+$63	﹤0.01%	921
2025 Q3	$93.6K	Hold	1,593	–	–	﹤0.01%	931
2025 Q2	$90K	Buy	1,593 +250	+19%	+$14.1K	﹤0.01%	882
2025 Q1	$81.8K	Buy	1,343 +750	+126%	+$45.8K	﹤0.01%	852
2024 Q4	$34.6K	Hold	593	–	–	﹤0.01%	1020
2024 Q3	$38.5K	Hold	593	–	–	﹤0.01%	985
2024 Q2	$36.3K	Buy	593 +550	+1,279%	+$33.1K	﹤0.01%	885
2024 Q1	$2.64K	Sell	43 -2	-4%	-$120	﹤0.01%	1316
2023 Q4	$2.46K	Hold	45	–	–	﹤0.01%	1336
2023 Q3	$2.3K	Hold	45	–	–	﹤0.01%	1334
2023 Q2	$2.39K	Hold	45	–	–	﹤0.01%	1242
2023 Q1	$2.32K	Buy	45 +5	+13%	+$274	﹤0.01%	1224
2022 Q4	$2.41K	Hold	40	–	–	﹤0.01%	1162
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	1122
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	1039
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	922
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	899
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	785
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	729
2021 Q1	$2K	Buy	+40	New	+$2.01K	﹤0.01%	713

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

Larson Financial Group's IYH Position: Q2 2026 in Review

Larson Financial Group held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 5,614 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #636.

Larson Financial Group first reported a position in IYH in Q1 2021 and has held it in 22 quarters since. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Larson Financial Group held 5,614 shares of iShares US Healthcare ETF worth $376K as of Q2 2026.
Larson Financial Group left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #636 holding.
Larson Financial Group first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 22 quarters since.
533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.