Maxele Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Maxele 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	$301K	Buy	+4,493	New	+$281K	0.21%	85
2025 Q4	$291K	Hold	4,475	–	–	0.24%	84
2025 Q3	$263K	Sell	4,475 -50	-1%	-$2.85K	0.23%	86
2025 Q2	$256K	Hold	4,525	–	–	0.22%	90
2025 Q1	$276K	Hold	4,525	–	–	0.27%	79
2024 Q4	$264K	Buy	+4,525	New	+$280K	0.25%	82
2022 Q3	$230K	Sell	4,550 -25	-0.5%	-$1.35K	0.39%	73
2022 Q2	$246K	Hold	4,575	–	–	0.39%	74
2022 Q1	$264K	Sell	4,575 -300	-6%	-$16.7K	0.33%	73
2021 Q4	$293K	Buy	+4,875	New	+$279K	0.34%	70

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

Maxele Advisors's IYH Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 4,493 shares worth $301K. The stake represents 0.21% of the portfolio and ranks #85 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in IYH as recently as Q4 2025.

Maxele Advisors first reported a position in IYH in Q4 2021 and has held it in 10 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Maxele Advisors held 4,493 shares of iShares US Healthcare ETF worth $301K as of Q2 2026.
iShares US Healthcare ETF was a new Maxele Advisors position in Q2 2026.
iShares US Healthcare ETF made up 0.21% of Maxele Advisors's portfolio in Q2 2026, its #85 holding.
Maxele Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 10 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.