National Philanthropic Trust’s iShares US Healthcare ETF IYH Stock Holding History

National Philanthropic Trust’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	$3.65M	Buy	54,427 +1,262	+2%	+$79K	0.05%	134
2026 Q1	$3.28M	Sell	53,165 -1,482	-3%	-$95.8K	0.03%	128
2025 Q4	$3.56M	Buy	54,647 +207	+0.4%	+$13.1K	0.04%	127
2025 Q3	$3.2M	Hold	54,440	–	–	0.04%	121
2025 Q2	$3.07M	Hold	54,440	–	–	0.04%	113
2025 Q1	$3.31M	Hold	54,440	–	–	0.05%	102
2024 Q4	$3.17M	Hold	54,440	–	–	0.05%	108
2024 Q3	$3.54M	Hold	54,440	–	–	0.06%	88
2024 Q2	$3.34M	Hold	54,440	–	–	0.06%	90
2024 Q1	$3.37M	Hold	54,440	–	–	0.07%	91
2023 Q4	$3.12M	Buy	+54,440	New	+$2.96M	0.08%	95

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

National Philanthropic Trust's IYH Position: Q2 2026 in Review

National Philanthropic Trust increased its iShares US Healthcare ETF (IYH) stake by 2.4% in Q2 2026, buying an estimated $79K and bringing the position to 54,427 shares worth $3.65M. The position accounts for 0.05% of the portfolio, ranked #134.

National Philanthropic Trust first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. 502 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

National Philanthropic Trust held 54,427 shares of iShares US Healthcare ETF worth $3.65M as of Q2 2026.
National Philanthropic Trust bought 1,262 iShares US Healthcare ETF shares in Q2 2026, an estimated $79K.
iShares US Healthcare ETF made up 0.05% of National Philanthropic Trust's portfolio in Q2 2026, its #134 holding.
National Philanthropic Trust first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
502 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.