NWF Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

NWF 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	$2.17M	Sell	32,437 -123	-0.4%	-$7.7K	0.2%	88
2026 Q1	$2.01M	Buy	32,560 +2,745	+9%	+$177K	0.23%	81
2025 Q4	$1.94M	Buy	29,815 +107	+0.4%	+$6.75K	0.21%	83
2025 Q3	$1.74M	Sell	29,708 -156	-0.5%	-$8.88K	0.19%	92
2025 Q2	$1.69M	Buy	29,864 +1,232	+4%	+$69.5K	0.2%	85
2025 Q1	$1.74M	Buy	28,632 +1,479	+5%	+$90.4K	0.24%	77
2024 Q4	$1.58M	Buy	27,153 +1,878	+7%	+$116K	0.23%	72
2024 Q3	$1.64M	Buy	25,275 +1,568	+7%	+$100K	0.24%	75
2024 Q2	$1.45M	Buy	23,707 +617	+3%	+$37.1K	0.23%	75
2024 Q1	$1.43M	Buy	23,090 +295	+1%	+$17.7K	0.24%	79
2023 Q4	$1.3M	Sell	22,795 -1,050	-4%	-$57.2K	0.26%	76
2023 Q3	$1.29M	Sell	23,845 -250	-1%	-$14K	0.3%	66
2023 Q2	$1.35M	Hold	24,095	–	–	0.31%	64
2023 Q1	$1.35M	Buy	+24,095	New	+$1.32M	0.31%	64

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

NWF Advisory Services's IYH Position: Q2 2026 in Review

NWF Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 0.38% in Q2 2026, selling an estimated $7.7K and leaving 32,437 shares worth $2.17M. The position accounts for 0.2% of the portfolio, ranked #88.

NWF Advisory Services first reported a position in IYH in Q1 2023 and has held it in 14 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

NWF Advisory Services held 32,437 shares of iShares US Healthcare ETF worth $2.17M as of Q2 2026.
NWF Advisory Services sold 123 iShares US Healthcare ETF shares in Q2 2026, an estimated $7.7K.
iShares US Healthcare ETF made up 0.2% of NWF Advisory Services's portfolio in Q2 2026, its #88 holding.
NWF Advisory Services first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 14 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.