Pathstone Holdings’s iShares US Healthcare ETF IYH Stock Holding History

Pathstone Holdings’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	$1.63M	Buy	24,268 +8,263	+52%	+$517K	﹤0.01%	1231
2026 Q1	$987K	Hold	16,005	–	–	﹤0.01%	1415
2025 Q4	$1.04M	Sell	16,005 -587	-4%	-$37K	﹤0.01%	1385
2025 Q3	$974K	Buy	16,592 +4,942	+42%	+$281K	﹤0.01%	1442
2025 Q2	$658K	Sell	11,650 -952	-8%	-$53.7K	﹤0.01%	1592
2025 Q1	$767K	Hold	12,602	–	–	﹤0.01%	1510
2024 Q4	$734K	Hold	12,602	–	–	﹤0.01%	1529
2024 Q3	$819K	Hold	12,602	–	–	﹤0.01%	1477
2024 Q2	$772K	Sell	12,602 -3,460	-22%	-$208K	﹤0.01%	1460
2024 Q1	$995K	Sell	16,062 -68	-0.4%	-$4.09K	﹤0.01%	1285
2023 Q4	$923K	Buy	+16,130	New	+$878K	0.01%	1122

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

Pathstone Holdings's IYH Position: Q2 2026 in Review

Pathstone Holdings increased its iShares US Healthcare ETF (IYH) stake by 52% in Q2 2026, buying an estimated $517K and bringing the position to 24,268 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Pathstone Holdings first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Pathstone Holdings held 24,268 shares of iShares US Healthcare ETF worth $1.63M as of Q2 2026.
Pathstone Holdings bought 8,263 iShares US Healthcare ETF shares in Q2 2026, an estimated $517K.
iShares US Healthcare ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1231 holding.
Pathstone Holdings first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.