Regatta Research & Money Management’s iShares US Healthcare ETF IYH Stock Holding History

Regatta Research & Money 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	$32.8K	Buy	+490	New	+$30.7K	0.03%	331

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regatta Research & Money Management's IYH Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 490 shares worth $32.8K. The stake represents 0.03% of the portfolio and ranks #331 among its holdings.

426 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Regatta Research & Money Management held 490 shares of iShares US Healthcare ETF worth $32.8K as of Q2 2026.
iShares US Healthcare ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares US Healthcare ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #331 holding.
426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.