LPL Financial
IYH icon

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

LPL 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 		$99.3M Buy
1,482,478
+70,432
+5% +$4.41M 0.02% 666
2026
Q1 		$87M Sell
1,412,046
-94,437
-6% -$6.1M 0.02% 650
2025
Q4 		$98.1M Buy
1,506,483
+111,239
+8% +$7.02M 0.03% 557
2025
Q3 		$81.9M Sell
1,395,244
-276,737
-17% -$15.8M 0.02% 616
2025
Q2 		$94.4M Buy
1,671,981
+8,136
+0.5% +$459K 0.03% 498
2025
Q1 		$101M Buy
1,663,845
+77,068
+5% +$4.71M 0.04% 421
2024
Q4 		$92.5M Sell
1,586,777
-17,650
-1% -$1.09M 0.04% 426
2024
Q3 		$104M Buy
1,604,427
+61,062
+4% +$3.9M 0.05% 355
2024
Q2 		$94.6M Buy
1,543,365
+12,901
+0.8% +$776K 0.05% 348
2024
Q1 		$94.7M Buy
1,530,464
+171,569
+13% +$10.3M 0.05% 332
2023
Q4 		$77.8M Sell
1,358,895
-606,905
-31% -$33M 0.05% 360
2023
Q3 		$106M Sell
1,965,800
-127,980
-6% -$7.15M 0.07% 238
2023
Q2 		$117M Buy
2,093,780
+94,320
+5% +$5.24M 0.08% 220
2023
Q1 		$109M Buy
1,999,460
+18,615
+0.9% +$1.02M 0.09% 214
2022
Q4 		$112M Buy
1,980,845
+110,625
+6% +$6.1M 0.1% 199
2022
Q3 		$94.6M Buy
1,870,220
+290,045
+18% +$15.7M 0.09% 202
2022
Q2 		$85M Buy
1,580,175
+89,550
+6% +$4.92M 0.08% 232
2022
Q1 		$86.1M Buy
1,490,625
+347,305
+30% +$19.4M 0.07% 248
2021
Q4 		$68.7M Buy
1,143,320
+40,190
+4% +$2.3M 0.06% 301
2021
Q3 		$60.9M Buy
1,103,130
+79,625
+8% +$4.55M 0.06% 306
2021
Q2 		$55.9M Sell
1,023,505
-3,350
-0.3% -$177K 0.06% 307
2021
Q1 		$51.8M Buy
1,026,855
+26,875
+3% +$1.35M 0.06% 292
2020
Q4 		$49.2M Buy
999,980
+43,225
+5% +$2.04M 0.06% 270
2020
Q3 		$43.5M Sell
956,755
-30,475
-3% -$1.38M 0.07% 256
2020
Q2 		$42.6M Buy
987,230
+124,730
+14% +$5.26M 0.07% 234
2020
Q1 		$32.4M Sell
862,500
-58,110
-6% -$2.39M 0.07% 235
2019
Q4 		$39.7M Buy
920,610
+34,600
+4% +$1.4M 0.07% 226
2019
Q3 		$33.5M Sell
886,010
-4,290
-0.5% -$165K 0.07% 235
2019
Q2 		$34.8M Sell
890,300
-118,375
-12% -$4.48M 0.07% 229
2019
Q1 		$39.1M Sell
1,008,675
-95,320
-9% -$3.62M 0.09% 201
2018
Q4 		$39.9M Buy
1,103,995
+105,135
+11% +$4.03M 0.11% 174
2018
Q3 		$40.5M Buy
998,860
+170,975
+21% +$6.6M 0.1% 185
2018
Q2 		$29.5M Sell
827,885
-21,780
-3% -$768K 0.08% 212
2018
Q1 		$29.3M Buy
849,665
+30,215
+4% +$1.09M 0.08% 211
2017
Q4 		$28.6M Sell
819,450
-43,745
-5% -$1.52M 0.09% 200
2017
Q3 		$29.7M Buy
863,195
+83,225
+11% +$2.81M 0.1% 175
2017
Q2 		$25.9M Sell
779,970
-107,305
-12% -$3.43M 0.1% 185
2017
Q1 		$27.7M Buy
887,275
+102,600
+13% +$3.13M 0.19% 89
2016
Q4 		$22.9M Sell
784,675
-17,675
-2% -$512K 0.17% 94
2016
Q3 		$24M Sell
802,350
-4,030
-0.5% -$123K 0.23% 77
2016
Q2 		$24.3M Sell
806,380
-1,017,405
-56% -$29.7M 0.21% 81
2016
Q1 		$51.8M Sell
1,823,785
-71,485
-4% -$1.98M 0.14% 138
2015
Q4 		$56M Buy
1,895,270
+525,885
+38% +$15.6M 0.16% 131
2015
Q3 		$39.6M Sell
1,369,385
-654,315
-32% -$20.4M 0.22% 96
2015
Q2 		$64.5M Buy
2,023,700
+107,075
+6% +$3.37M 0.33% 71
2015
Q1 		$58.4M Buy
1,916,625
+588,925
+44% +$17.8M 0.3% 71
2014
Q4 		$38.3M Sell
1,327,700
-216,875
-14% -$6.11M 0.21% 95
2014
Q3 		$41.1M Buy
1,544,575
+366,960
+31% +$9.67M 0.24% 79
2014
Q2 		$30.2M Sell
1,177,615
-243,870
-17% -$6.02M 0.18% 123
2014
Q1 		$35M Buy
1,421,485
+332,695
+31% +$8.09M 0.22% 96
2013
Q4 		$25.4M Buy
1,088,790
+156,670
+17% +$3.52M 0.16% 135
2013
Q3 		$20.2M Sell
932,120
-1,340
-0.1% -$28.4K 0.13% 151
2013
Q2 		$18.7M Buy
+933,460
New +$18.8M 0.13% 138

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial's IYH Position: Q2 2026 in Review

LPL Financial increased its iShares US Healthcare ETF (IYH) stake by 5% in Q2 2026, buying an estimated $4.41M and bringing the position to 1,482,478 shares worth $99.3M. The position accounts for 0.02% of the portfolio, ranked #666.

LPL Financial first reported a position in IYH in Q2 2013 and has held it in 53 quarters since. The position peaked at $117M in Q2 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • LPL Financial held 1,482,478 shares of iShares US Healthcare ETF worth $99.3M as of Q2 2026.
  • LPL Financial bought 70,432 iShares US Healthcare ETF shares in Q2 2026, an estimated $4.41M.
  • iShares US Healthcare ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #666 holding.
  • LPL Financial first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's iShares US Healthcare ETF position peaked at $117M in Q2 2023.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.