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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
2020
Q3 		– Sell
-1,500
Closed -$5K – 692
2020
Q2 		$5K Buy
+1,500
New +$63.3K ﹤0.01% 634

Other funds holding IYH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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. 416 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.
  • 416 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.