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MAI Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

MAI Capital 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 		$1.23M Buy
18,363
+1,570
+9% +$98.2K ﹤0.01% 876
2026
Q1 		$1.04M Sell
16,793
-317
-2% -$20.5K 0.01% 756
2025
Q4 		$1.11M Buy
17,110
+9
+0.1% +$568 0.01% 703
2025
Q3 		$1M Sell
17,101
-247
-1% -$14.1K 0.01% 708
2025
Q2 		$980K Buy
17,348
+8
+0% +$451 0.01% 659
2025
Q1 		$1.06M Buy
17,340
+7
+0% +$428 0.01% 612
2024
Q4 		$1.01M Buy
17,333
+505
+3% +$31.2K 0.01% 630
2024
Q3 		$1.09M Sell
16,828
-280
-2% -$17.9K 0.01% 535
2024
Q2 		$1.05M Buy
17,108
+295
+2% +$17.7K 0.01% 587
2024
Q1 		$1.04M Buy
16,813
+23
+0.1% +$1.38K 0.01% 569
2023
Q4 		$961K Buy
16,790
+3,130
+23% +$170K 0.01% 476
2023
Q3 		$738K Buy
13,660
+35
+0.3% +$1.96K 0.01% 513
2023
Q2 		$764K Sell
13,625
-275
-2% -$15.3K 0.01% 498
2023
Q1 		$759K Sell
13,900
-1,000
-7% -$54.9K 0.01% 496
2022
Q4 		$845K Buy
14,900
+1,580
+12% +$87.2K 0.01% 451
2022
Q3 		$674K Buy
13,320
+240
+2% +$13K 0.01% 471
2022
Q2 		$703K Hold
13,080
– – 0.01% 462
2022
Q1 		$755K Buy
13,080
+70
+0.5% +$3.91K 0.01% 453
2021
Q4 		$781K Buy
+13,010
New +$743K 0.01% 457

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

MAI Capital Management's IYH Position: Q2 2026 in Review

MAI Capital Management increased its iShares US Healthcare ETF (IYH) stake by 9.3% in Q2 2026, buying an estimated $98.2K and bringing the position to 18,363 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #876.

MAI Capital Management first reported a position in IYH in Q4 2021 and has held it in 19 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • MAI Capital Management held 18,363 shares of iShares US Healthcare ETF worth $1.23M as of Q2 2026.
  • MAI Capital Management bought 1,570 iShares US Healthcare ETF shares in Q2 2026, an estimated $98.2K.
  • iShares US Healthcare ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #876 holding.
  • MAI Capital Management first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 19 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.