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IYH icon

Navellier & Associates’s iShares US Healthcare ETF IYH Stock Holding History

Navellier & Associates’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 		$531K Buy
+7,930
New +$496K 0.04% 240
2025
Q4 		– Sell
-8,531
Closed -$501K – 366
2025
Q3 		$501K Buy
+8,531
New +$486K 0.05% 258
2024
Q3 		– Sell
-7,824
Closed -$479K – 341
2024
Q2 		$479K Buy
+7,824
New +$471K 0.06% 249
2021
Q4 		– Sell
-6,980
Closed -$385K – 336
2021
Q3 		$385K Sell
6,980
-3,380
-33% -$193K 0.06% 227
2021
Q2 		$565K Sell
10,360
-175
-2% -$9.26K 0.09% 184
2021
Q1 		$532K Sell
10,535
-625
-6% -$31.4K 0.1% 170
2020
Q4 		$549K Buy
+11,160
New +$527K 0.1% 156
2020
Q1 		– Sell
-48,515
Closed -$2.09M – 267
2019
Q4 		$2.09M Buy
+48,515
New +$1.96M 0.34% 86
2018
Q4 		– Sell
-187,730
Closed -$7.62M – 269
2018
Q3 		$7.62M Buy
+187,730
New +$7.24M 0.99% 25
2017
Q3 		– Sell
-188,195
Closed -$6.26M – 271
2017
Q2 		$6.26M Buy
+188,195
New +$6.01M 0.94% 26
2017
Q1 		– Sell
-131,380
Closed -$3.79M – 300
2016
Q4 		$3.79M Buy
131,380
+25,240
+24% +$732K 0.63% 69
2016
Q3 		$3.19M Buy
+106,140
New +$3.24M 0.46% 75
2015
Q3 		– Sell
-47,005
Closed -$1.49M – 347
2015
Q2 		$1.49M Buy
+47,005
New +$1.48M 0.13% 88
2015
Q1 		– Sell
-8,390
Closed -$242K – 365
2014
Q4 		$242K Buy
+8,390
New +$236K 0.01% 285
2014
Q1 		– Sell
-75,730
Closed -$1.76M – 334
2013
Q4 		$1.76M Sell
75,730
-1,936,270
-96% -$43.5M 0.08% 71
2013
Q3 		$43M Buy
+2,012,000
New +$42.7M 1.27% 41

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

Navellier & Associates's IYH Position: Q2 2026 in Review

Navellier & Associates opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 7,930 shares worth $531K. The stake represents 0.04% of the portfolio and ranks #240 among its holdings. This is a return to the name: Navellier & Associates previously reported a position in IYH as recently as Q3 2025.

Navellier & Associates first reported a position in IYH in Q3 2013 and has held it in 16 quarters since. The position peaked at $43M in Q3 2013. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Navellier & Associates held 7,930 shares of iShares US Healthcare ETF worth $531K as of Q2 2026.
  • iShares US Healthcare ETF was a new Navellier & Associates position in Q2 2026.
  • iShares US Healthcare ETF made up 0.04% of Navellier & Associates's portfolio in Q2 2026, its #240 holding.
  • Navellier & Associates first reported a position in iShares US Healthcare ETF in Q3 2013 and has held it in 16 quarters since.
  • Navellier & Associates's iShares US Healthcare ETF position peaked at $43M in Q3 2013.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.