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Mather Group’s iShares US Healthcare ETF IYH Stock Holding History

Mather Group’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 		$59.6K Buy
889
+434
+95% +$27.2K ﹤0.01% 1063
2026
Q1 		$28K Buy
+455
New +$29.4K ﹤0.01% 1205
2024
Q3 		– Sell
-220
Closed -$13.6K – 1957
2024
Q2 		$13.6K Buy
+220
New +$13.2K ﹤0.01% 1358

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

Mather Group's IYH Position: Q2 2026 in Review

Mather Group increased its iShares US Healthcare ETF (IYH) stake by 95% in Q2 2026, buying an estimated $27.2K and bringing the position to 889 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Mather Group first reported a position in IYH in Q2 2024 and has held it in 3 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Mather Group held 889 shares of iShares US Healthcare ETF worth $59.6K as of Q2 2026.
  • Mather Group bought 434 iShares US Healthcare ETF shares in Q2 2026, an estimated $27.2K.
  • iShares US Healthcare ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1063 holding.
  • Mather Group first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 3 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.