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MTM Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

MTM Investment 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 		$109K Hold
1,625
– – 0.03% 261
2026
Q1 		$100K Hold
1,625
– – 0.03% 263
2025
Q4 		$106K Hold
1,625
– – 0.03% 254
2025
Q3 		$95.4K Hold
1,625
– – 0.03% 270
2025
Q2 		$91.8K Hold
1,625
– – 0.03% 273
2025
Q1 		$97.2K Hold
1,625
– – 0.04% 210
2024
Q4 		$94.7K Hold
1,625
– – 0.04% 209
2024
Q3 		$104K Hold
1,625
– – 0.04% 211
2024
Q2 		$99.6K Hold
1,625
– – 0.04% 203
2024
Q1 		$101K Hold
1,625
– – 0.04% 203
2023
Q4 		$93K Hold
1,625
– – 0.04% 197
2023
Q3 		$87.8K Hold
1,625
– – 0.04% 191
2023
Q2 		$91.1K Hold
1,625
– – 0.04% 200
2023
Q1 		$88.7K Hold
1,625
– – 0.05% 202
2022
Q4 		$92.2K Sell
1,625
-150
-8% -$8.28K 0.05% 199
2022
Q3 		$90K Hold
1,775
– – 0.05% 195
2022
Q2 		$97K Hold
1,775
– – 0.05% 197
2022
Q1 		$103K Hold
1,775
– – 0.05% 208
2021
Q4 		$107K Sell
1,775
-625
-26% -$35.7K 0.05% 210
2021
Q3 		$132K Hold
2,400
– – 0.07% 181
2021
Q2 		$131K Hold
2,400
– – 0.07% 181
2021
Q1 		$121K Sell
2,400
-575
-19% -$28.9K 0.07% 173
2020
Q4 		$146K Buy
+2,975
New +$140K 0.09% 156

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

MTM Investment Management's IYH Position: Q2 2026 in Review

MTM Investment Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 1,625 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #261.

MTM Investment Management first reported a position in IYH in Q4 2020 and has held it in 23 quarters since. The position peaked at $146K in Q4 2020. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • MTM Investment Management held 1,625 shares of iShares US Healthcare ETF worth $109K as of Q2 2026.
  • MTM Investment Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.03% of MTM Investment Management's portfolio in Q2 2026, its #261 holding.
  • MTM Investment Management first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's iShares US Healthcare ETF position peaked at $146K in Q4 2020.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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