LRI Investments’s iShares US Healthcare ETF IYH Stock Holding History

LRI Investments’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	$45.2K	Hold	675	–	–	﹤0.01%	570
2026 Q1	$41.6K	Hold	675	–	–	﹤0.01%	544
2025 Q4	$43.9K	Hold	675	–	–	﹤0.01%	568
2025 Q3	$39.6K	Hold	675	–	–	﹤0.01%	597
2025 Q2	$38.1K	Hold	675	–	–	﹤0.01%	600
2025 Q1	$41.1K	Hold	675	–	–	﹤0.01%	567
2024 Q4	$39.3K	Hold	675	–	–	﹤0.01%	560
2024 Q3	$41.2K	Sell	675 -850	-56%	-$54.3K	﹤0.01%	539
2024 Q2	$93.4K	Hold	1,525	–	–	0.01%	394
2024 Q1	$94.4K	Buy	+1,525	New	+$91.7K	0.02%	210

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

LRI Investments's IYH Position: Q2 2026 in Review

LRI Investments held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 675 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

LRI Investments first reported a position in IYH in Q1 2024 and has held it in 10 quarters since. The position peaked at $94.4K in Q1 2024. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

LRI Investments held 675 shares of iShares US Healthcare ETF worth $45.2K as of Q2 2026.
LRI Investments left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #570 holding.
LRI Investments first reported a position in iShares US Healthcare ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares US Healthcare ETF position peaked at $94.4K in Q1 2024.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.