MRA Advisory Group
IYH icon

MRA Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

MRA Advisory Group’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
Q3 		$497K Buy
6,939
+4
+0.1% +$282 0.19% 81
2026
Q2 		$465K Buy
6,935
+4
+0.1% +$250 0.17% 86
2026
Q1 		$427K Buy
6,931
+5
+0.1% +$323 0.17% 79
2025
Q4 		$451K Buy
6,926
+6
+0.1% +$379 0.19% 72
2025
Q3 		$406K Buy
6,920
+5
+0.1% +$285 0.18% 74
2025
Q2 		$391K Buy
6,915
+5
+0.1% +$282 0.18% 80
2025
Q1 		$421K Buy
6,910
+4
+0.1% +$244 0.22% 63
2024
Q4 		$402K Sell
6,906
-1,525
-18% -$94.2K 0.21% 58
2024
Q3 		$548K Buy
8,431
+15
+0.2% +$958 0.3% 45
2024
Q2 		$516K Buy
8,416
+6
+0.1% +$361 0.29% 44
2024
Q1 		$521K Sell
8,410
-610
-7% -$36.7K 0.31% 42
2023
Q4 		$516K Sell
9,020
-49,145
-84% -$2.68M 0.34% 42
2023
Q3 		$3.14M Buy
58,165
+1,785
+3% +$100K 2.24% 18
2023
Q2 		$3.16M Sell
56,380
-6,535
-10% -$363K 2.17% 17
2023
Q1 		$3.44M Buy
62,915
+1,210
+2% +$66.4K 2.48% 17
2022
Q4 		$3.5M Buy
61,705
+39,020
+172% +$2.15M 2.75% 15
2022
Q3 		$1.16M Buy
22,685
+14,160
+166% +$765K 0.98% 24
2022
Q2 		$458K Buy
8,525
+5
+0.1% +$274 0.4% 55
2022
Q1 		$492K Buy
8,520
+5
+0.1% +$279 0.37% 59
2021
Q4 		$512K Sell
8,515
-710
-8% -$40.6K 0.4% 59
2021
Q3 		$509K Hold
9,225
– – 0.43% 54
2021
Q2 		$503K Sell
9,225
-330
-3% -$17.5K 0.43% 48
2021
Q1 		$482K Sell
9,555
-65
-0.7% -$3.27K 0.45% 50
2020
Q4 		$473K Buy
+9,620
New +$454K 0.47% 53

Other funds holding IYH

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

MRA Advisory Group's IYH Position: Q3 2026 in Review

MRA Advisory Group increased its iShares US Healthcare ETF (IYH) stake by 0.06% in Q3 2026, buying an estimated $282 and bringing the position to 6,939 shares worth $497K. The position accounts for 0.19% of the portfolio, ranked #81.

MRA Advisory Group first reported a position in IYH in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.5M in Q4 2022. 402 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • MRA Advisory Group held 6,939 shares of iShares US Healthcare ETF worth $497K as of Q3 2026.
  • MRA Advisory Group bought 4 iShares US Healthcare ETF shares in Q3 2026, an estimated $282.
  • iShares US Healthcare ETF made up 0.19% of MRA Advisory Group's portfolio in Q3 2026, its #81 holding.
  • MRA Advisory Group first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 24 quarters since.
  • MRA Advisory Group's iShares US Healthcare ETF position peaked at $3.5M in Q4 2022.
  • 402 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.