Missouri Trust & Investment Company’s iShares US Healthcare ETF IYH Stock Holding History

Missouri Trust & Investment Company’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	–	Sell	-900	Closed	-$55.5K	–	267
2026 Q1	$55.5K	Buy	900 +625	+227%	+$40.4K	0.02%	221
2025 Q4	$17.9K	Hold	275	–	–	0.01%	290
2025 Q3	$16.1K	Hold	275	–	–	﹤0.01%	301
2025 Q2	$15.5K	Hold	275	–	–	0.01%	289
2025 Q1	$16.7K	Hold	275	–	–	0.01%	276
2024 Q4	$16K	Hold	275	–	–	0.01%	287
2024 Q3	$17.9K	Hold	275	–	–	0.01%	265
2024 Q2	$16.8K	Sell	275 -25	-8%	-$1.5K	0.01%	272
2024 Q1	$18.6K	Hold	300	–	–	0.01%	274
2023 Q4	$17.2K	Hold	300	–	–	0.01%	271
2023 Q3	$16.2K	Hold	300	–	–	0.01%	264
2023 Q2	$16.8K	Hold	300	–	–	0.01%	281
2023 Q1	$16.4K	Hold	300	–	–	0.01%	227
2022 Q4	$17K	Hold	300	–	–	0.01%	224
2022 Q3	$15K	Hold	300	–	–	0.01%	229
2022 Q2	$16K	Hold	300	–	–	0.01%	240
2022 Q1	$17K	Hold	300	–	–	0.01%	248
2021 Q4	$18K	Buy	+300	New	+$17.1K	0.01%	266

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

Missouri Trust & Investment Company's IYH Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 900 shares — an estimated $55.5K sold.

Missouri Trust & Investment Company first reported a position in IYH in Q4 2021 and held it in 18 quarters. The position peaked at $55.5K in Q1 2026. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Missouri Trust & Investment Company reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 900 iShares US Healthcare ETF shares in Q2 2026, an estimated $55.5K.
Missouri Trust & Investment Company first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 18 quarters.
Missouri Trust & Investment Company's iShares US Healthcare ETF position peaked at $55.5K in Q1 2026.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.