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Modera Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Modera Wealth Management’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 		$269K Sell
4,018
-416
-9% -$26K ﹤0.01% 575
2026
Q1 		$273K Hold
4,434
– – ﹤0.01% 549
2025
Q4 		$289K Sell
4,434
-121
-3% -$7.63K ﹤0.01% 554
2025
Q3 		$267K Hold
4,555
– – ﹤0.01% 566
2025
Q2 		$257K Sell
4,555
-30
-0.7% -$1.69K ﹤0.01% 567
2025
Q1 		$279K Hold
4,585
– – ﹤0.01% 527
2024
Q4 		$267K Hold
4,585
– – ﹤0.01% 533
2024
Q3 		$298K Hold
4,585
– – ﹤0.01% 493
2024
Q2 		$281K Sell
4,585
-791
-15% -$47.6K ﹤0.01% 491
2024
Q1 		$333K Sell
5,376
-439
-8% -$26.4K 0.01% 462
2023
Q4 		$333K Sell
5,815
-1,000
-15% -$54.4K 0.01% 454
2023
Q3 		$368K Sell
6,815
-1,315
-16% -$73.5K 0.01% 413
2023
Q2 		$456K Buy
8,130
+2,665
+49% +$148K 0.01% 396
2023
Q1 		$299K Sell
5,465
-5
-0.1% -$274 0.01% 284
2022
Q4 		$310K Hold
5,470
– – 0.01% 279
2022
Q3 		$277K Hold
5,470
– – 0.01% 256
2022
Q2 		$294K Sell
5,470
-30
-0.5% -$1.65K 0.01% 258
2022
Q1 		$318K Buy
5,500
+30
+0.5% +$1.68K 0.01% 273
2021
Q4 		$329K Hold
5,470
– – 0.01% 373
2021
Q3 		$302K Sell
5,470
-30
-0.5% -$1.72K 0.02% 209
2021
Q2 		$300K Sell
5,500
-2,130
-28% -$113K 0.02% 180
2021
Q1 		$385K Buy
7,630
+2,160
+39% +$109K 0.03% 159
2020
Q4 		$269K Hold
5,470
– – 0.02% 194
2020
Q3 		$249K Hold
5,470
– – 0.04% 136
2020
Q2 		$236K Hold
5,470
– – 0.04% 141
2020
Q1 		$205K Sell
5,470
-845
-13% -$34.8K 0.04% 139
2019
Q4 		$272K Hold
6,315
– – 0.04% 117
2019
Q3 		$239K Sell
6,315
-500
-7% -$19.2K 0.04% 125
2019
Q2 		$266K Hold
6,815
– – 0.05% 114
2019
Q1 		$264K Sell
6,815
-95
-1% -$3.61K 0.05% 114
2018
Q4 		$250K Hold
6,910
– – 0.05% 108
2018
Q3 		$280K Buy
6,910
+5
+0.1% +$193 0.06% 112
2018
Q2 		$246K Hold
6,905
– – 0.05% 115
2018
Q1 		$238K Hold
6,905
– – 0.05% 113
2017
Q4 		$241K Hold
6,905
– – 0.05% 112
2017
Q3 		$237K Sell
6,905
-55
-0.8% -$1.85K 0.05% 114
2017
Q2 		$231K Buy
6,960
+5
+0.1% +$160 0.06% 104
2017
Q1 		$217K Sell
6,955
-375
-5% -$11.4K 0.05% 107
2016
Q4 		$211K Sell
7,330
-1,205
-14% -$34.9K 0.07% 100
2016
Q3 		$256K Buy
8,535
+1,220
+17% +$37.3K 0.09% 91
2016
Q2 		$217K Sell
7,315
-2,495
-25% -$72.9K 0.08% 95
2016
Q1 		$276K Buy
+9,810
New +$272K 0.1% 86

Other funds holding IYH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Modera Wealth Management's IYH Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 9.4% in Q2 2026, selling an estimated $26K and leaving 4,018 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Modera Wealth Management first reported a position in IYH in Q1 2016 and has held it in 42 quarters since. The position peaked at $456K in Q2 2023. 337 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Modera Wealth Management held 4,018 shares of iShares US Healthcare ETF worth $269K as of Q2 2026.
  • Modera Wealth Management sold 416 iShares US Healthcare ETF shares in Q2 2026, an estimated $26K.
  • iShares US Healthcare ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #575 holding.
  • Modera Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2016 and has held it in 42 quarters since.
  • Modera Wealth Management's iShares US Healthcare ETF position peaked at $456K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.