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NorthRock Partners’s iShares US Healthcare ETF IYH Stock Holding History

NorthRock Partners’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 		$1.13M Sell
16,833
-142
-0.8% -$8.88K 0.02% 287
2026
Q1 		$1.05M Hold
16,975
– – 0.02% 288
2025
Q4 		$1.11M Sell
16,975
-750
-4% -$47.3K 0.02% 258
2025
Q3 		$1.04M Sell
17,725
-635
-3% -$36.2K 0.02% 336
2025
Q2 		$1.04M Sell
18,360
-1,410
-7% -$79.5K 0.03% 231
2025
Q1 		$1.2M Sell
19,770
-815
-4% -$49.8K 0.04% 183
2024
Q4 		$1.2M Hold
20,585
– – 0.04% 181
2024
Q3 		$1.34M Hold
20,585
– – 0.04% 177
2024
Q2 		$1.26M Sell
20,585
-160
-0.8% -$9.63K 0.05% 169
2024
Q1 		$1.28M Buy
20,745
+530
+3% +$31.9K 0.05% 164
2023
Q4 		$1.16M Buy
20,215
+10,270
+103% +$559K 0.05% 169
2023
Q3 		$537K Buy
9,945
+45
+0.5% +$2.52K 0.06% 146
2023
Q2 		$555K Sell
9,900
-6,660
-40% -$370K 0.06% 127
2023
Q1 		$904K Buy
16,560
+635
+4% +$34.8K 0.1% 98
2022
Q4 		$904K Sell
15,925
-635
-4% -$35K 0.1% 101
2022
Q3 		$838K Hold
16,560
– – 0.1% 93
2022
Q2 		$891K Sell
16,560
-1,000
-6% -$54.9K 0.09% 100
2022
Q1 		$1.01M Sell
17,560
-1,675
-9% -$93.5K 0.09% 101
2021
Q4 		$1.16M Buy
19,235
+1,015
+6% +$58K 0.09% 91
2021
Q3 		$1.06M Sell
18,220
-1,015
-5% -$58K 0.09% 93
2021
Q2 		$1.05M Hold
19,235
– – 0.09% 84
2021
Q1 		$971K Hold
19,235
– – 0.09% 79
2020
Q4 		$946K Hold
19,235
– – 0.09% 78
2020
Q3 		$874K Sell
19,235
-10
-0.1% -$453 0.1% 84
2020
Q2 		$830K Sell
19,245
-740
-4% -$31.2K 0.1% 87
2020
Q1 		$751K Buy
19,985
+1,350
+7% +$55.5K 0.11% 88
2019
Q4 		$804K Buy
18,635
+2,145
+13% +$86.6K 0.08% 116
2019
Q3 		$623K Buy
+16,490
New +$635K 0.08% 109

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

NorthRock Partners's IYH Position: Q2 2026 in Review

NorthRock Partners reduced its iShares US Healthcare ETF (IYH) stake by 0.84% in Q2 2026, selling an estimated $8.88K and leaving 16,833 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #287.

NorthRock Partners first reported a position in IYH in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.34M in Q3 2024. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • NorthRock Partners held 16,833 shares of iShares US Healthcare ETF worth $1.13M as of Q2 2026.
  • NorthRock Partners sold 142 iShares US Healthcare ETF shares in Q2 2026, an estimated $8.88K.
  • iShares US Healthcare ETF made up 0.02% of NorthRock Partners's portfolio in Q2 2026, its #287 holding.
  • NorthRock Partners first reported a position in iShares US Healthcare ETF in Q3 2019 and has held it in 28 quarters since.
  • NorthRock Partners's iShares US Healthcare ETF position peaked at $1.34M in Q3 2024.
  • 533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.