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Nova Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Nova Wealth 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 		– Sell
-100
Closed -$6.16K – 596
2026
Q1 		$6.16K Hold
100
– – ﹤0.01% 412
2025
Q4 		$6.51K Sell
100
-541
-84% -$34.1K ﹤0.01% 395
2025
Q3 		$37.6K Sell
641
-324
-34% -$18.5K 0.03% 231
2025
Q2 		$54.5K Sell
965
-1,312
-58% -$74K 0.04% 199
2025
Q1 		$139K Buy
2,277
+13
+0.6% +$794 0.12% 136
2024
Q4 		$132K Buy
+2,264
New +$140K 0.11% 128

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

Nova Wealth Management's IYH Position: Q2 2026 in Review

Nova Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 100 shares — an estimated $6.16K sold.

Nova Wealth Management first reported a position in IYH in Q4 2024 and held it in 6 quarters. The position peaked at $139K in Q1 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Nova Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Nova Wealth Management sold 100 iShares US Healthcare ETF shares in Q2 2026, an estimated $6.16K.
  • Nova Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 6 quarters.
  • Nova Wealth Management's iShares US Healthcare ETF position peaked at $139K in Q1 2025.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.