N.E.W. Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

N.E.W. Advisory Services’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	$33.9K	Sell	506 -675	-57%	-$42.2K	﹤0.01%	444
2026 Q1	$72.8K	Sell	1,181 -79	-6%	-$5.1K	0.01%	319
2025 Q4	$82K	Hold	1,260	–	–	0.01%	307
2025 Q3	$74K	Hold	1,260	–	–	0.01%	277
2025 Q2	$71.2K	Sell	1,260 -150	-11%	-$8.46K	0.01%	272
2025 Q1	$85.9K	Buy	+1,410	New	+$86.2K	0.01%	295
2023 Q2	–	Sell	-5,070	Closed	-$277K	–	138
2023 Q1	$277K	Hold	5,070	–	–	0.04%	110
2022 Q4	$288K	Hold	5,070	–	–	0.05%	107
2022 Q3	$257K	Hold	5,070	–	–	0.05%	109
2022 Q2	$273K	Sell	5,070 -3,100	-38%	-$170K	0.05%	106
2022 Q1	$413K	Buy	8,170 +1,100	+16%	+$61.4K	0.08%	88
2021 Q4	$425K	Sell	7,070 -1,015	-13%	-$58K	0.06%	94
2021 Q3	$446K	Sell	8,085 -85	-1%	-$4.86K	0.07%	86
2021 Q2	$447K	Hold	8,170	–	–	0.07%	86
2021 Q1	$411K	Sell	8,170 -1,500	-16%	-$75.4K	0.08%	89
2020 Q4	$476K	Buy	+9,670	New	+$456K	0.1%	90

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

N.E.W. Advisory Services's IYH Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 57% in Q2 2026, selling an estimated $42.2K and leaving 506 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

N.E.W. Advisory Services first reported a position in IYH in Q4 2020 and has held it in 16 quarters since. The position peaked at $476K in Q4 2020. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

N.E.W. Advisory Services held 506 shares of iShares US Healthcare ETF worth $33.9K as of Q2 2026.
N.E.W. Advisory Services sold 675 iShares US Healthcare ETF shares in Q2 2026, an estimated $42.2K.
iShares US Healthcare ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #444 holding.
N.E.W. Advisory Services first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 16 quarters since.
N.E.W. Advisory Services's iShares US Healthcare ETF position peaked at $476K in Q4 2020.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.