&Partners’s iShares US Healthcare ETF IYH Stock Holding History

&Partners’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	$1.72M	Sell	25,697 -492	-2%	-$30.8K	0.01%	1109
2026 Q1	$1.61M	Buy	26,189 +1,085	+4%	+$70.1K	0.01%	1023
2025 Q4	$1.63M	Buy	25,104 +3,439	+16%	+$217K	0.01%	960
2025 Q3	$1.27M	Buy	21,665 +5,564	+35%	+$317K	0.01%	972
2025 Q2	$909K	Buy	16,101 +7,821	+94%	+$441K	0.01%	1029
2025 Q1	$500K	Sell	8,280 -1,017	-11%	-$62.1K	0.01%	1130
2024 Q4	$548K	Buy	9,297 +1,540	+20%	+$95.2K	0.01%	1042
2024 Q3	$504K	Buy	7,757 +469	+6%	+$30K	0.01%	867
2024 Q2	$447K	Buy	+7,288	New	+$438K	0.02%	584

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

&Partners's IYH Position: Q2 2026 in Review

&Partners reduced its iShares US Healthcare ETF (IYH) stake by 1.9% in Q2 2026, selling an estimated $30.8K and leaving 25,697 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #1109.

&Partners first reported a position in IYH in Q2 2024 and has held it in 9 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

&Partners held 25,697 shares of iShares US Healthcare ETF worth $1.72M as of Q2 2026.
&Partners sold 492 iShares US Healthcare ETF shares in Q2 2026, an estimated $30.8K.
iShares US Healthcare ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1109 holding.
&Partners first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 9 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.