Level Four Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Level Four Advisory Services’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	$312K	Sell	4,663 -225	-5%	-$14.1K	0.01%	756
2026 Q1	$301K	Buy	4,888 +1,392	+40%	+$89.9K	0.01%	711
2025 Q4	$228K	Buy	+3,496	New	+$221K	0.01%	766
2024 Q2	–	Sell	-952	Closed	-$272K	–	816
2024 Q1	$272K	Sell	952 -3,808	-80%	-$229K	0.02%	636
2023 Q4	$272K	Buy	4,760 +5	+0.1%	+$272	0.02%	635
2023 Q3	$257K	Buy	4,755 +370	+8%	+$20.7K	0.02%	615
2023 Q2	$246K	Sell	4,385 -175	-4%	-$9.72K	0.01%	678
2023 Q1	$249K	Sell	4,560 -280	-6%	-$15.4K	0.02%	629
2022 Q4	$275K	Buy	4,840 +640	+15%	+$35.3K	0.02%	539
2022 Q3	$213K	Buy	4,200 +450	+12%	+$24.3K	0.02%	491
2022 Q2	$202K	Sell	3,750 -675	-15%	-$37.1K	0.02%	522
2022 Q1	$256K	Sell	4,425 -950	-18%	-$53K	0.02%	547
2021 Q4	$323K	Buy	+5,375	New	+$307K	0.02%	501
2021 Q2	–	Sell	-4,235	Closed	-$214K	–	659
2021 Q1	$214K	Hold	4,235	–	–	0.02%	597
2020 Q4	$208K	Buy	+4,235	New	+$200K	0.02%	557

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

Level Four Advisory Services's IYH Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 4.6% in Q2 2026, selling an estimated $14.1K and leaving 4,663 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #756.

Level Four Advisory Services first reported a position in IYH in Q4 2020 and has held it in 15 quarters since. The position peaked at $323K in Q4 2021. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Level Four Advisory Services held 4,663 shares of iShares US Healthcare ETF worth $312K as of Q2 2026.
Level Four Advisory Services sold 225 iShares US Healthcare ETF shares in Q2 2026, an estimated $14.1K.
iShares US Healthcare ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #756 holding.
Level Four Advisory Services first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 15 quarters since.
Level Four Advisory Services's iShares US Healthcare ETF position peaked at $323K in Q4 2021.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.