Merkkuri Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Merkkuri 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	$1.55M	Buy	23,126 +4,816	+26%	+$301K	0.96%	30
2026 Q1	$1.13M	Buy	18,310 +347	+2%	+$22.4K	0.75%	37
2025 Q4	$1.17M	Sell	17,963 -13,982	-44%	-$882K	0.8%	38
2025 Q3	$1.88M	Buy	31,945 +2,925	+10%	+$167K	1.36%	24
2025 Q2	$1.64M	Buy	29,020 +3,707	+15%	+$209K	1.24%	27
2025 Q1	$1.54M	Sell	25,313 -2,509	-9%	-$153K	1.32%	26
2024 Q4	$1.62M	Sell	27,822 -401	-1%	-$24.8K	1.28%	26
2024 Q3	$1.83M	Buy	28,223 +2,875	+11%	+$184K	1.45%	19
2024 Q2	$1.55M	Buy	+25,348	New	+$1.52M	1.43%	21

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

Merkkuri Wealth Advisors's IYH Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its iShares US Healthcare ETF (IYH) stake by 26% in Q2 2026, buying an estimated $301K and bringing the position to 23,126 shares worth $1.55M. The position accounts for 0.96% of the portfolio, ranked #30.

Merkkuri Wealth Advisors first reported a position in IYH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q3 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Merkkuri Wealth Advisors held 23,126 shares of iShares US Healthcare ETF worth $1.55M as of Q2 2026.
Merkkuri Wealth Advisors bought 4,816 iShares US Healthcare ETF shares in Q2 2026, an estimated $301K.
iShares US Healthcare ETF made up 0.96% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Merkkuri Wealth Advisors first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares US Healthcare ETF position peaked at $1.88M in Q3 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.