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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
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

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

Midwest Trust's IYH Position: Q2 2026 in Review

Midwest Trust held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 4,875 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Midwest Trust first reported a position in IYH in Q2 2025 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Midwest Trust held 4,875 shares of iShares US Healthcare ETF worth $327K as of Q2 2026.
  • Midwest Trust left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #514 holding.
  • Midwest Trust first reported a position in iShares US Healthcare ETF in Q2 2025 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.