PP
IYH icon

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

Patten & Patten’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 		$245K Buy
3,650
+250
+7% +$15.6K 0.01% 321
2026
Q1 		$210K Hold
3,400
– – 0.01% 332
2025
Q4 		$221K Sell
3,400
-500
-13% -$31.5K 0.01% 328
2025
Q3 		$229K Hold
3,900
– – 0.01% 321
2025
Q2 		$220K Hold
3,900
– – 0.01% 302
2025
Q1 		$237K Hold
3,900
– – 0.02% 292
2024
Q4 		$227K Hold
3,900
– – 0.02% 292
2024
Q3 		$254K Hold
3,900
– – 0.02% 276
2024
Q2 		$239K Buy
3,900
+75
+2% +$4.51K 0.02% 281
2024
Q1 		$237K Sell
3,825
-375
-9% -$22.6K 0.02% 282
2023
Q4 		$240K Hold
4,200
– – 0.02% 254
2023
Q3 		$227K Hold
4,200
– – 0.02% 260
2023
Q2 		$235K Hold
4,200
– – 0.02% 256
2023
Q1 		$229K Buy
4,200
+25
+0.6% +$1.37K 0.02% 248
2022
Q4 		$237K Hold
4,175
– – 0.02% 244
2022
Q3 		$211K Hold
4,175
– – 0.02% 253
2022
Q2 		$224K Hold
4,175
– – 0.02% 257
2022
Q1 		$241K Hold
4,175
– – 0.02% 266
2021
Q4 		$251K Sell
4,175
-1,375
-25% -$78.6K 0.02% 257
2021
Q3 		$306K Hold
5,550
– – 0.02% 243
2021
Q2 		$303K Sell
5,550
-225
-4% -$11.9K 0.02% 237
2021
Q1 		$291K Hold
5,775
– – 0.02% 233
2020
Q4 		$284K Hold
5,775
– – 0.02% 220
2020
Q3 		$262K Sell
5,775
-500
-8% -$22.6K 0.03% 216
2020
Q2 		$271K Buy
6,275
+35
+0.6% +$1.48K 0.03% 211
2020
Q1 		$234K Buy
6,240
+640
+11% +$26.3K 0.03% 209
2019
Q4 		$242K Buy
+5,600
New +$226K 0.02% 224

Other funds holding IYH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patten & Patten's IYH Position: Q2 2026 in Review

Patten & Patten increased its iShares US Healthcare ETF (IYH) stake by 7.4% in Q2 2026, buying an estimated $15.6K and bringing the position to 3,650 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #321.

Patten & Patten first reported a position in IYH in Q4 2019 and has held it in 27 quarters since. The position peaked at $306K in Q3 2021. 361 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Patten & Patten held 3,650 shares of iShares US Healthcare ETF worth $245K as of Q2 2026.
  • Patten & Patten bought 250 iShares US Healthcare ETF shares in Q2 2026, an estimated $15.6K.
  • iShares US Healthcare ETF made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #321 holding.
  • Patten & Patten first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 27 quarters since.
  • Patten & Patten's iShares US Healthcare ETF position peaked at $306K in Q3 2021.
  • 361 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.