MMBG Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

MMBG Investment 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	$1.84M	Hold	27,470	–	–	0.15%	87
2026 Q1	$1.69M	Sell	27,470 -800	-3%	-$51.7K	0.16%	79
2025 Q4	$1.84M	Hold	28,270	–	–	0.16%	77
2025 Q3	$1.66M	Sell	28,270 -855	-3%	-$48.7K	0.15%	81
2025 Q2	$1.64M	Hold	29,125	–	–	0.16%	73
2025 Q1	$1.77M	Hold	29,125	–	–	0.2%	69
2024 Q4	$1.7M	Hold	29,125	–	–	0.18%	69
2024 Q3	$1.89M	Hold	29,125	–	–	0.2%	68
2024 Q2	$1.78M	Hold	29,125	–	–	0.19%	68
2024 Q1	$1.8M	Hold	29,125	–	–	0.19%	70
2023 Q4	$1.67M	Hold	29,125	–	–	0.2%	69
2023 Q3	$1.57M	Hold	29,125	–	–	0.2%	69
2023 Q2	$1.61M	Hold	29,125	–	–	0.19%	69
2023 Q1	$1.59M	Hold	29,125	–	–	0.2%	70
2022 Q4	$1.65M	Hold	29,125	–	–	0.22%	69
2022 Q3	$1.47M	Buy	29,125 +1,700	+6%	+$91.8K	0.2%	71
2022 Q2	$1.48M	Hold	27,425	–	–	0.18%	73
2022 Q1	$1.58M	Hold	27,425	–	–	0.17%	72
2021 Q4	$1.65M	Buy	+27,425	New	+$1.57M	0.16%	74

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

MMBG Investment Advisors's IYH Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 27,470 shares worth $1.84M. The position accounts for 0.15% of the portfolio, ranked #87.

MMBG Investment Advisors first reported a position in IYH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.89M in Q3 2024. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

MMBG Investment Advisors held 27,470 shares of iShares US Healthcare ETF worth $1.84M as of Q2 2026.
MMBG Investment Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.15% of MMBG Investment Advisors's portfolio in Q2 2026, its #87 holding.
MMBG Investment Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 19 quarters since.
MMBG Investment Advisors's iShares US Healthcare ETF position peaked at $1.89M in Q3 2024.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.