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Legacy Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Legacy 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 		$285K Hold
4,250
– – 0.03% 256
2026
Q1 		$262K Hold
4,250
– – 0.03% 225
2025
Q4 		$277K Buy
+4,250
New +$268K 0.03% 232
2024
Q4 		– Sell
-3,250
Closed -$211K – 424
2024
Q3 		$211K Buy
+3,250
New +$208K 0.02% 358

Other funds holding IYH

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

Legacy Advisors's IYH Position: Q2 2026 in Review

Legacy Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 4,250 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #256.

Legacy Advisors first reported a position in IYH in Q3 2024 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Legacy Advisors held 4,250 shares of iShares US Healthcare ETF worth $285K as of Q2 2026.
  • Legacy Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #256 holding.
  • Legacy Advisors first reported a position in iShares US Healthcare ETF in Q3 2024 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.