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Laurel Wealth Advisors (North Carolina)’s iShares US Healthcare ETF IYH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$2.58M Buy
38,497
+101
+0.3% +$6.32K 0.25% 71
2026
Q1 		$2.32M Buy
38,396
+440
+1% +$28.4K 0.23% 80
2025
Q4 		$2.47M Buy
37,956
+706
+2% +$44.5K 0.33% 71
2025
Q3 		$2.19M Buy
37,250
+2,775
+8% +$158K 0.31% 74
2025
Q2 		$1.95M Buy
34,475
+4,251
+14% +$240K 0.29% 80
2025
Q1 		$1.84M Buy
30,224
+151
+0.5% +$9.23K 0.29% 80
2024
Q4 		$1.75M Buy
30,073
+1,290
+4% +$79.7K 0.27% 79
2024
Q3 		$1.87M Buy
28,783
+956
+3% +$61.1K 0.3% 80
2024
Q2 		$1.7M Buy
27,827
+1,191
+4% +$71.7K 0.3% 78
2024
Q1 		$1.65M Buy
26,636
+4,456
+20% +$268K 0.28% 81
2023
Q4 		$1.27M Sell
22,180
-245
-1% -$13.3K 0.24% 88
2023
Q3 		$1.21M Buy
22,425
+225
+1% +$12.6K 0.26% 84
2023
Q2 		$1.24M Buy
22,200
+2,225
+11% +$124K 0.25% 84
2023
Q1 		$1.09M Buy
19,975
+4,425
+28% +$243K 0.23% 88
2022
Q4 		$882K Buy
15,550
+4,255
+38% +$235K 0.2% 93
2022
Q3 		$572K Buy
11,295
+1,175
+12% +$63.5K 0.14% 106
2022
Q2 		$544K Buy
10,120
+1,200
+13% +$65.9K 0.13% 109
2022
Q1 		$515K Sell
8,920
-200
-2% -$11.2K 0.11% 121
2021
Q4 		$548K Buy
9,120
+350
+4% +$20K 0.11% 117
2021
Q3 		$484K Buy
8,770
+600
+7% +$34.3K 0.11% 123
2021
Q2 		$446K Buy
8,170
+1,025
+14% +$54.2K 0.1% 129
2021
Q1 		$361K Buy
7,145
+150
+2% +$7.54K 0.09% 130
2020
Q4 		$344K Sell
6,995
-900
-11% -$42.5K 0.09% 131
2020
Q3 		$359K Buy
7,895
+400
+5% +$18.1K 0.11% 121
2020
Q2 		$323K Sell
7,495
-250
-3% -$10.6K 0.11% 116
2020
Q1 		$291K Buy
7,745
+1,500
+24% +$61.7K 0.11% 117
2019
Q4 		$269K Buy
6,245
+1,075
+21% +$43.4K 0.08% 130
2019
Q3 		$195K Hold
5,170
– – 0.07% 142
2019
Q2 		$202K Buy
5,170
+300
+6% +$11.4K 0.07% 138
2019
Q1 		$189K Buy
4,870
+150
+3% +$5.7K 0.07% 143
2018
Q4 		$171K Buy
+4,720
New +$181K 0.07% 137

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

Laurel Wealth Advisors (North Carolina)'s IYH Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares US Healthcare ETF (IYH) stake by 0.26% in Q2 2026, buying an estimated $6.32K and bringing the position to 38,497 shares worth $2.58M. The position accounts for 0.25% of the portfolio, ranked #71.

Laurel Wealth Advisors (North Carolina) first reported a position in IYH in Q4 2018 and has held it in 31 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 38,497 shares of iShares US Healthcare ETF worth $2.58M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 101 iShares US Healthcare ETF shares in Q2 2026, an estimated $6.32K.
  • iShares US Healthcare ETF made up 0.25% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #71 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 31 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.