MFGM
IYH icon

Marshall Financial Group (Maryland)’s iShares US Healthcare ETF IYH Stock Holding History

Marshall Financial Group (Maryland)’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 		$218K Buy
+3,248
New +$203K 0.03% 297
2025
Q1 		– Sell
-3,442
Closed -$201K – 239
2024
Q4 		$201K Sell
3,442
-7
-0.2% -$433 0.05% 214
2024
Q3 		$224K Sell
3,449
-374
-10% -$23.9K 0.05% 200
2024
Q2 		$234K Sell
3,823
-223
-6% -$13.4K 0.07% 157
2024
Q1 		$250K Buy
4,046
+6
+0.1% +$361 0.07% 158
2023
Q4 		$231K Buy
4,040
+15
+0.4% +$817 0.07% 160
2023
Q3 		$217K Sell
4,025
-225
-5% -$12.6K 0.08% 156
2023
Q2 		$238K Buy
4,250
+5
+0.1% +$278 0.08% 153
2023
Q1 		$232K Buy
4,245
+5
+0.1% +$274 0.08% 159
2022
Q4 		$240K Sell
4,240
-255
-6% -$14.1K 0.09% 153
2022
Q3 		$227K Sell
4,495
-445
-9% -$24K 0.1% 167
2022
Q2 		$266K Buy
4,940
+370
+8% +$20.3K 0.11% 161
2022
Q1 		$264K Buy
4,570
+450
+11% +$25.1K 0.11% 181
2021
Q4 		$248K Sell
4,120
-1,330
-24% -$76K 0.09% 194
2021
Q3 		$301K Sell
5,450
-380
-7% -$21.7K 0.16% 150
2021
Q2 		$318K Sell
5,830
-240
-4% -$12.7K 0.17% 145
2021
Q1 		$306K Sell
6,070
-315
-5% -$15.8K 0.18% 114
2020
Q4 		$314K Buy
+6,385
New +$301K 0.2% 105

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

Marshall Financial Group (Maryland)'s IYH Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 3,248 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #297 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in IYH as recently as Q4 2024.

Marshall Financial Group (Maryland) first reported a position in IYH in Q4 2020 and has held it in 18 quarters since. The position peaked at $318K in Q2 2021. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Marshall Financial Group (Maryland) held 3,248 shares of iShares US Healthcare ETF worth $218K as of Q2 2026.
  • iShares US Healthcare ETF was a new Marshall Financial Group (Maryland) position in Q2 2026.
  • iShares US Healthcare ETF made up 0.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #297 holding.
  • Marshall Financial Group (Maryland) first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 18 quarters since.
  • Marshall Financial Group (Maryland)'s iShares US Healthcare ETF position peaked at $318K in Q2 2021.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.