Oxford Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Oxford Financial Group’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	$674K	Hold	10,055	–	–	0.03%	140
2026 Q1	$620K	Hold	10,055	–	–	0.03%	139
2025 Q4	$655K	Hold	10,055	–	–	0.04%	125
2025 Q3	$590K	Hold	10,055	–	–	0.03%	129
2025 Q2	$568K	Hold	10,055	–	–	0.03%	122
2025 Q1	$612K	Hold	10,055	–	–	0.04%	112
2024 Q4	$586K	Hold	10,055	–	–	0.04%	126
2024 Q3	$654K	Hold	10,055	–	–	0.04%	112
2024 Q2	$616K	Buy	+10,055	New	+$605K	0.04%	128
2023 Q4	–	Sell	-390	Closed	-$21.1K	–	305
2023 Q3	$21.1K	Hold	390	–	–	﹤0.01%	253
2023 Q2	$21.9K	Hold	390	–	–	﹤0.01%	272
2023 Q1	$21.3K	Buy	+390	New	+$21.4K	﹤0.01%	235

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

Oxford Financial Group's IYH Position: Q2 2026 in Review

Oxford Financial Group held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 10,055 shares worth $674K. The position accounts for 0.03% of the portfolio, ranked #140.

Oxford Financial Group first reported a position in IYH in Q1 2023 and has held it in 12 quarters since. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Oxford Financial Group held 10,055 shares of iShares US Healthcare ETF worth $674K as of Q2 2026.
Oxford Financial Group left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #140 holding.
Oxford Financial Group first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 12 quarters since.
533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.