Millennium Capital Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Millennium Capital 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	$409K	Sell	6,100 -100	-2%	-$6.26K	0.22%	88
2026 Q1	$382K	Hold	6,200	–	–	0.24%	84
2025 Q4	$404K	Hold	6,200	–	–	0.24%	84
2025 Q3	$364K	Hold	6,200	–	–	0.22%	87
2025 Q2	$350K	Hold	6,200	–	–	0.23%	80
2025 Q1	$378K	Sell	6,200 -900	-13%	-$55K	0.28%	70
2024 Q4	$414K	Sell	7,100 -350	-5%	-$21.6K	0.28%	63
2024 Q3	$484K	Sell	7,450 -750	-9%	-$47.9K	0.32%	58
2024 Q2	$502K	Hold	8,200	–	–	0.33%	58
2024 Q1	$508K	Buy	8,200 +450	+6%	+$27.1K	0.36%	54
2023 Q4	$444K	Sell	7,750 -500	-6%	-$27.2K	0.34%	54
2023 Q3	$446K	Hold	8,250	–	–	0.38%	56
2023 Q2	$462K	Hold	8,250	–	–	0.38%	53
2023 Q1	$451K	Hold	8,250	–	–	0.4%	51
2022 Q4	$468K	Hold	8,250	–	–	0.47%	51
2022 Q3	$417K	Sell	8,250 -500	-6%	-$27K	0.44%	50
2022 Q2	$471K	Buy	8,750 +750	+9%	+$41.2K	0.46%	48
2022 Q1	$462K	Hold	8,000	–	–	0.37%	52
2021 Q4	$481K	Buy	+8,000	New	+$457K	0.37%	53

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

Millennium Capital Advisors's IYH Position: Q2 2026 in Review

Millennium Capital Advisors reduced its iShares US Healthcare ETF (IYH) stake by 1.6% in Q2 2026, selling an estimated $6.26K and leaving 6,100 shares worth $409K. The position accounts for 0.22% of the portfolio, ranked #88.

Millennium Capital Advisors first reported a position in IYH in Q4 2021 and has held it in 19 quarters since. The position peaked at $508K in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Millennium Capital Advisors held 6,100 shares of iShares US Healthcare ETF worth $409K as of Q2 2026.
Millennium Capital Advisors sold 100 iShares US Healthcare ETF shares in Q2 2026, an estimated $6.26K.
iShares US Healthcare ETF made up 0.22% of Millennium Capital Advisors's portfolio in Q2 2026, its #88 holding.
Millennium Capital Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 19 quarters since.
Millennium Capital Advisors's iShares US Healthcare ETF position peaked at $508K in Q1 2024.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.