Midwest Trust
IYH icon

Midwest Trust’s iShares US Healthcare ETF IYH Stock Holding History

Midwest Trust’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
Q3 		$345K Sell
4,825
-50
-1% -$3.52K ﹤0.01% 522
2026
Q2 		$327K Hold
4,875
– – ﹤0.01% 514
2026
Q1 		$300K Hold
4,875
– – ﹤0.01% 508
2025
Q4 		$317K Hold
4,875
– – ﹤0.01% 499
2025
Q3 		$286K Sell
4,875
-201
-4% -$11.4K ﹤0.01% 518
2025
Q2 		$287K Buy
+5,076
New +$286K ﹤0.01% 525

Other funds holding IYH

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Midwest Trust's IYH Position: Q3 2026 in Review

Midwest Trust reduced its iShares US Healthcare ETF (IYH) stake by 1% in Q3 2026, selling an estimated $3.52K and leaving 4,825 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Midwest Trust first reported a position in IYH in Q2 2025 and has held it in 6 quarters since. 412 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Midwest Trust held 4,825 shares of iShares US Healthcare ETF worth $345K as of Q3 2026.
  • Midwest Trust sold 50 iShares US Healthcare ETF shares in Q3 2026, an estimated $3.52K.
  • iShares US Healthcare ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #522 holding.
  • Midwest Trust first reported a position in iShares US Healthcare ETF in Q2 2025 and has held it in 6 quarters since.
  • 412 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.