Liberty Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Liberty Wealth Management’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	$1.12M	Hold	18,161	–	–	0.14%	90
2026 Q1	$1.12M	Buy	18,161 +2,628	+17%	+$170K	0.14%	90
2025 Q4	$1.01M	Buy	15,533 +1,161	+8%	+$73.3K	0.13%	91
2025 Q3	$844K	Buy	14,372 +209	+1%	+$11.9K	0.12%	92
2025 Q2	$800K	Buy	+14,163	New	+$799K	0.13%	95
2023 Q4	–	Sell	-5,770	Closed	-$312K	–	184
2023 Q3	$312K	Buy	5,770 +1,010	+21%	+$56.4K	0.08%	125
2023 Q2	$267K	Buy	4,760 +935	+24%	+$52K	0.07%	149
2023 Q1	$218K	Buy	+3,825	New	+$210K	0.04%	212
2021 Q4	–	Sell	-410	Closed	-$23K	–	651
2021 Q3	$23K	Hold	410	–	–	0.01%	606
2021 Q2	$22K	Hold	410	–	–	0.01%	489
2021 Q1	$20K	Hold	410	–	–	0.01%	462
2020 Q4	$20K	Hold	410	–	–	0.01%	459
2020 Q3	$19K	Hold	410	–	–	0.01%	411
2020 Q2	$18K	Hold	410	–	–	0.01%	394
2020 Q1	$15K	Hold	410	–	–	0.01%	405
2019 Q4	$18K	Hold	410	–	–	0.01%	428
2019 Q3	$16K	Hold	410	–	–	0.02%	429
2019 Q2	$16K	Sell	410 -40	-9%	-$1.51K	0.01%	448
2019 Q1	$17K	Buy	450 +40	+10%	+$1.52K	0.01%	372
2018 Q4	$14K	Buy	+410	New	+$15.7K	0.01%	377

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

Liberty Wealth Management's IYH Position: Q2 2026 in Review

Liberty Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 18,161 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #90.

Liberty Wealth Management first reported a position in IYH in Q4 2018 and has held it in 20 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Liberty Wealth Management held 18,161 shares of iShares US Healthcare ETF worth $1.12M as of Q2 2026.
Liberty Wealth Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.14% of Liberty Wealth Management's portfolio in Q2 2026, its #90 holding.
Liberty Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 20 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.