Lido Advisors
IYH icon

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

Lido 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 		$1.47M Sell
21,998
-8,822
-29% -$552K ﹤0.01% 914
2026
Q1 		$1.9M Sell
30,820
-1,488
-5% -$96.1K 0.01% 727
2025
Q4 		$1.92M Buy
32,308
+3,597
+13% +$227K 0.01% 729
2025
Q3 		$1.69M Sell
28,711
-738
-3% -$42K 0.01% 741
2025
Q2 		$1.66M Sell
29,449
-2,401
-8% -$135K 0.01% 650
2025
Q1 		$1.94M Sell
31,850
-1,169
-4% -$71.4K 0.01% 546
2024
Q4 		$1.92M Sell
33,019
-2,991
-8% -$185K 0.01% 528
2024
Q3 		$2.34M Buy
36,010
+337
+0.9% +$21.5K 0.01% 435
2024
Q2 		$2.19M Sell
35,673
-2,096
-6% -$126K 0.01% 430
2024
Q1 		$2.34M Sell
37,769
-1,496
-4% -$90K 0.01% 405
2023
Q4 		$2.25M Buy
39,265
+160
+0.4% +$8.71K 0.02% 391
2023
Q3 		$2.11M Sell
39,105
-1,860
-5% -$104K 0.02% 366
2023
Q2 		$2.3M Sell
40,965
-130
-0.3% -$7.22K 0.02% 340
2023
Q1 		$2.24M Buy
41,095
+6,110
+17% +$335K 0.02% 328
2022
Q4 		$1.99M Sell
34,985
-1,515
-4% -$83.6K 0.02% 297
2022
Q3 		$1.85M Sell
36,500
-15,820
-30% -$855K 0.02% 272
2022
Q2 		$2.81M Sell
52,320
-15,380
-23% -$844K 0.04% 186
2022
Q1 		$3.91M Sell
67,700
-4,575
-6% -$255K 0.04% 173
2021
Q4 		$4.34M Sell
72,275
-5,565
-7% -$318K 0.05% 173
2021
Q3 		$4.29M Sell
77,840
-2,745
-3% -$157K 0.06% 173
2021
Q2 		$4.4M Sell
80,585
-3,240
-4% -$171K 0.06% 167
2021
Q1 		$4.23M Sell
83,825
-3,065
-4% -$154K 0.07% 153
2020
Q4 		$4.27M Sell
86,890
-1,490
-2% -$70.3K 0.09% 131
2020
Q3 		$4.02M Sell
88,380
-6,890
-7% -$312K 0.1% 115
2020
Q2 		$4.11M Buy
+95,270
New +$4.02M 0.12% 103

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

Lido Advisors's IYH Position: Q2 2026 in Review

Lido Advisors reduced its iShares US Healthcare ETF (IYH) stake by 29% in Q2 2026, selling an estimated $552K and leaving 21,998 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Lido Advisors first reported a position in IYH in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.4M in Q2 2021. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Lido Advisors held 21,998 shares of iShares US Healthcare ETF worth $1.47M as of Q2 2026.
  • Lido Advisors sold 8,822 iShares US Healthcare ETF shares in Q2 2026, an estimated $552K.
  • iShares US Healthcare ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #914 holding.
  • Lido Advisors first reported a position in iShares US Healthcare ETF in Q2 2020 and has held it in 25 quarters since.
  • Lido Advisors's iShares US Healthcare ETF position peaked at $4.4M in Q2 2021.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.