Marshall & Sterling Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Marshall & Sterling Wealth Advisors’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	$9.52K	Hold	142	–	–	0.01%	244
2026 Q1	$8.73K	Buy	142 +1	+0.7%	+$65	0.01%	239
2025 Q4	$9.19K	Hold	141	–	–	0.01%	234
2025 Q3	$8.26K	Hold	141	–	–	0.01%	390
2025 Q2	$7.92K	Sell	141 -419	-75%	-$23.6K	0.01%	380
2025 Q1	$34.1K	Buy	560 +1	+0.2%	+$61	0.02%	202
2024 Q4	$32.5K	Buy	+559	New	+$34.5K	0.02%	165

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

Marshall & Sterling Wealth Advisors's IYH Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 142 shares worth $9.52K. The position accounts for 0.01% of the portfolio, ranked #244.

Marshall & Sterling Wealth Advisors first reported a position in IYH in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.1K in Q1 2025. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Marshall & Sterling Wealth Advisors held 142 shares of iShares US Healthcare ETF worth $9.52K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #244 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's iShares US Healthcare ETF position peaked at $34.1K in Q1 2025.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.