Patriot Investment Management Group’s iShares US Healthcare ETF IYH Stock Holding History

Patriot Investment Management 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	$624K	Sell	9,316 -88	-0.9%	-$5.51K	0.04%	154
2026 Q1	$580K	Buy	9,404 +1	+0%	+$65	0.04%	156
2025 Q4	$612K	Buy	9,403 +1	+0%	+$63	0.04%	149
2025 Q3	$552K	Sell	9,402 -259	-3%	-$14.8K	0.04%	155
2025 Q2	$546K	Buy	9,661 +1	+0%	+$56	0.04%	150
2025 Q1	$588K	Sell	9,660 -349	-3%	-$21.3K	0.04%	138
2024 Q4	$583K	Sell	10,009 -13,049	-57%	-$806K	0.04%	142
2024 Q3	$1.5M	Sell	23,058 -79	-0.3%	-$5.05K	0.11%	82
2024 Q2	$1.42M	Sell	23,137 -999	-4%	-$60.1K	0.11%	83
2024 Q1	$1.49M	Buy	24,136 +1	+0%	+$60	0.12%	76
2023 Q4	$1.38M	Sell	24,135 -3,550	-13%	-$193K	0.12%	85
2023 Q3	$1.5M	Hold	27,685	–	–	0.14%	77
2023 Q2	$1.55M	Sell	27,685 -235	-0.8%	-$13.1K	0.13%	79
2023 Q1	$1.52M	Hold	27,920	–	–	0.13%	83
2022 Q4	$1.56M	Sell	27,920 -125	-0.4%	-$6.9K	0.14%	83
2022 Q3	$1.42M	Buy	28,045 +13,070	+87%	+$706K	0.15%	84
2022 Q2	$805K	Sell	14,975 -10,610	-41%	-$582K	0.08%	124
2022 Q1	$1.48M	Buy	25,585 +5	+0%	+$279	0.13%	89
2021 Q4	$1.54M	Buy	25,580 +12,905	+102%	+$737K	0.13%	87
2021 Q3	$699K	Hold	12,675	–	–	0.06%	138
2021 Q2	$691K	Sell	12,675 -75	-0.6%	-$3.97K	0.06%	141
2021 Q1	$643K	Sell	12,750 -2,385	-16%	-$120K	0.06%	140
2020 Q4	$744K	Buy	15,135 +5	+0%	+$236	0.11%	92
2020 Q3	$687K	Sell	15,130 -625	-4%	-$28.3K	0.08%	123
2020 Q2	$680K	Sell	15,755 -105	-0.7%	-$4.43K	0.09%	121
2020 Q1	$595K	Buy	15,860 +2,375	+18%	+$97.7K	0.09%	118
2019 Q4	$581K	Sell	13,485 -120	-0.9%	-$4.85K	0.08%	135
2019 Q3	$511K	Buy	13,605 +525	+4%	+$20.2K	0.07%	139
2019 Q2	$510K	Buy	13,080 +180	+1%	+$6.81K	0.07%	140
2019 Q1	$500K	Buy	+12,900	New	+$490K	0.07%	143

Other funds holding IYH

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Patriot Investment Management Group's IYH Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares US Healthcare ETF (IYH) stake by 0.94% in Q2 2026, selling an estimated $5.51K and leaving 9,316 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #154.

Patriot Investment Management Group first reported a position in IYH in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.56M in Q4 2022. 212 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Patriot Investment Management Group held 9,316 shares of iShares US Healthcare ETF worth $624K as of Q2 2026.
Patriot Investment Management Group sold 88 iShares US Healthcare ETF shares in Q2 2026, an estimated $5.51K.
iShares US Healthcare ETF made up 0.04% of Patriot Investment Management Group's portfolio in Q2 2026, its #154 holding.
Patriot Investment Management Group first reported a position in iShares US Healthcare ETF in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's iShares US Healthcare ETF position peaked at $1.56M in Q4 2022.
212 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.