Moment Partners’s iShares US Healthcare ETF IYH Stock Holding History

Moment Partners’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	$494K	Hold	7,375	–	–	0.09%	56
2026 Q1	$455K	Hold	7,375	–	–	0.08%	67
2025 Q4	$480K	Hold	7,375	–	–	0.1%	60
2025 Q3	$433K	Hold	7,375	–	–	0.08%	75
2025 Q2	$417K	Hold	7,375	–	–	0.08%	76
2025 Q1	$449K	Hold	7,375	–	–	0.09%	68
2024 Q4	$430K	Buy	+7,375	New	+$456K	0.08%	71

Other funds holding IYH

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 Waltham, Massachusetts $79.5B AUM 27.1% 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

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Moment Partners's IYH Position: Q2 2026 in Review

Moment Partners held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 7,375 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #56.

Moment Partners first reported a position in IYH in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Moment Partners held 7,375 shares of iShares US Healthcare ETF worth $494K as of Q2 2026.
Moment Partners left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.09% of Moment Partners's portfolio in Q2 2026, its #56 holding.
Moment Partners first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.