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OneDigital Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

OneDigital Investment Advisors’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 		$1.08M Sell
16,078
-2,270
-12% -$142K 0.01% 709
2026
Q1 		$1.13M Sell
18,348
-36,425
-67% -$2.35M 0.01% 646
2025
Q4 		$3.57M Sell
54,773
-93,103
-63% -$5.87M 0.03% 336
2025
Q3 		$8.68M Sell
147,876
-2,315
-2% -$132K 0.09% 182
2025
Q2 		$8.48M Sell
150,191
-4,881
-3% -$275K 0.09% 176
2025
Q1 		$9.44M Sell
155,072
-18,687
-11% -$1.14M 0.11% 157
2024
Q4 		$10.1M Sell
173,759
-21,796
-11% -$1.35M 0.12% 148
2024
Q3 		$12.7M Buy
195,555
+24,085
+14% +$1.54M 0.15% 126
2024
Q2 		$10.5M Buy
171,470
+15,985
+10% +$962K 0.13% 133
2024
Q1 		$9.62M Sell
155,485
-23,085
-13% -$1.39M 0.15% 129
2023
Q4 		$10.2M Buy
178,570
+9,265
+5% +$504K 0.18% 117
2023
Q3 		$9.14M Sell
169,305
-42,210
-20% -$2.36M 0.2% 104
2023
Q2 		$11.9M Buy
211,515
+17,550
+9% +$975K 0.26% 81
2023
Q1 		$10.6M Buy
193,965
+73,160
+61% +$4.01M 0.25% 80
2022
Q4 		$6.85M Buy
120,805
+87,605
+264% +$4.83M 0.2% 101
2022
Q3 		$1.68M Buy
33,200
+2,085
+7% +$113K 0.06% 212
2022
Q2 		$1.67M Buy
31,115
+3,275
+12% +$180K 0.07% 180
2022
Q1 		$1.61M Buy
27,840
+85
+0.3% +$4.75K 0.06% 195
2021
Q4 		$1.67M Buy
27,755
+1,535
+6% +$87.7K 0.06% 199
2021
Q3 		$1.45M Buy
26,220
+2,355
+10% +$135K 0.06% 203
2021
Q2 		$1.3M Buy
23,865
+1,520
+7% +$80.4K 0.05% 212
2021
Q1 		$1.13M Buy
22,345
+1,650
+8% +$83K 0.05% 224
2020
Q4 		$1.02M Buy
20,695
+655
+3% +$30.9K 0.05% 228
2020
Q3 		$911K Sell
20,040
-500
-2% -$22.6K 0.06% 212
2020
Q2 		$886K Sell
20,540
-500
-2% -$21.1K 0.06% 225
2020
Q1 		$790K Buy
21,040
+3,200
+18% +$132K 0.07% 222
2019
Q4 		$770K Hold
17,840
– – 0.06% 229
2019
Q3 		$675K Buy
+17,840
New +$687K 0.06% 221

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

OneDigital Investment Advisors's IYH Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares US Healthcare ETF (IYH) stake by 12% in Q2 2026, selling an estimated $142K and leaving 16,078 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #709.

OneDigital Investment Advisors first reported a position in IYH in Q3 2019 and has held it in 28 quarters since. The position peaked at $12.7M in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • OneDigital Investment Advisors held 16,078 shares of iShares US Healthcare ETF worth $1.08M as of Q2 2026.
  • OneDigital Investment Advisors sold 2,270 iShares US Healthcare ETF shares in Q2 2026, an estimated $142K.
  • iShares US Healthcare ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #709 holding.
  • OneDigital Investment Advisors first reported a position in iShares US Healthcare ETF in Q3 2019 and has held it in 28 quarters since.
  • OneDigital Investment Advisors's iShares US Healthcare ETF position peaked at $12.7M in Q3 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.