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IYH icon

LifeSteps Financial’s iShares US Healthcare ETF IYH Stock Holding History

LifeSteps Financial’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 		$33.5K Buy
+500
New +$31.3K 0.02% 255
2024
Q2 		– Sell
-500
Closed -$30.9K – 246
2024
Q1 		$30.9K Buy
+500
New +$30.1K 0.02% 189

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

LifeSteps Financial's IYH Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 500 shares worth $33.5K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IYH as recently as Q1 2024.

LifeSteps Financial first reported a position in IYH in Q1 2024 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • LifeSteps Financial held 500 shares of iShares US Healthcare ETF worth $33.5K as of Q2 2026.
  • iShares US Healthcare ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares US Healthcare ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #255 holding.
  • LifeSteps Financial first reported a position in iShares US Healthcare ETF in Q1 2024 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.