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

Moneta Group 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 		$906K Buy
13,519
+4
+0% +$250 0.01% 414
2026
Q1 		$833K Sell
13,515
-73
-0.5% -$4.72K 0.01% 391
2025
Q4 		$885K Sell
13,588
-67
-0.5% -$4.23K 0.01% 380
2025
Q3 		$802K Buy
13,655
+1,072
+9% +$61.1K 0.01% 396
2025
Q2 		$711K Sell
12,583
-1,284
-9% -$72.4K 0.01% 365
2025
Q1 		$844K Buy
13,867
+1
+0% +$61 0.01% 313
2024
Q4 		$808K Buy
13,866
+2
+0% +$124 0.01% 308
2024
Q3 		$901K Sell
13,864
-223
-2% -$14.2K 0.01% 292
2024
Q2 		$863K Buy
14,087
+226
+2% +$13.6K 0.01% 288
2024
Q1 		$858K Buy
13,861
+4,101
+42% +$247K 0.01% 286
2023
Q4 		$559K Buy
+9,760
New +$531K 0.01% 323
2018
Q2 		– Sell
-175
Closed -$6K – 519
2018
Q1 		$6K Buy
+175
New +$6.3K ﹤0.01% 503

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Moneta Group Investment Advisors's IYH Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares US Healthcare ETF (IYH) stake by 0.03% in Q2 2026, buying an estimated $250 and bringing the position to 13,519 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #414.

Moneta Group Investment Advisors first reported a position in IYH in Q1 2018 and has held it in 12 quarters since. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Moneta Group Investment Advisors held 13,519 shares of iShares US Healthcare ETF worth $906K as of Q2 2026.
  • Moneta Group Investment Advisors bought 4 iShares US Healthcare ETF shares in Q2 2026, an estimated $250.
  • iShares US Healthcare ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #414 holding.
  • Moneta Group Investment Advisors first reported a position in iShares US Healthcare ETF in Q1 2018 and has held it in 12 quarters since.
  • 533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.