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Perigon Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Perigon Wealth Management’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 		$478K Sell
7,129
-241
-3% -$15.1K 0.01% 921
2026
Q1 		$454K Buy
7,370
+7
+0.1% +$452 0.01% 845
2025
Q4 		$479K Sell
7,363
-2,264
-24% -$143K 0.01% 820
2025
Q3 		$565K Sell
9,627
-50,796
-84% -$2.89M 0.01% 692
2025
Q2 		$3.41M Sell
60,423
-3,540
-6% -$200K 0.08% 242
2025
Q1 		$3.89M Buy
63,963
+12,515
+24% +$765K 0.1% 202
2024
Q4 		$3.07M Sell
51,448
-6,809
-12% -$421K 0.08% 239
2024
Q3 		$3.79M Buy
58,257
+471
+0.8% +$30.1K 0.1% 191
2024
Q2 		$3.54M Buy
57,786
+16,953
+42% +$1.02M 0.1% 178
2024
Q1 		$2.53M Sell
40,833
-177
-0.4% -$10.6K 0.08% 224
2023
Q4 		$2.35M Sell
41,010
-43,735
-52% -$2.38M 0.08% 212
2023
Q3 		$4.58M Buy
84,745
+6,270
+8% +$350K 0.19% 120
2023
Q2 		$4.4M Buy
78,475
+28,130
+56% +$1.56M 0.17% 128
2023
Q1 		$2.75M Buy
50,345
+5,120
+11% +$281K 0.16% 132
2022
Q4 		$2.57M Buy
45,225
+30,525
+208% +$1.68M 0.16% 141
2022
Q3 		$744K Buy
14,700
+9,770
+198% +$528K 0.06% 253
2022
Q2 		$265K Hold
4,930
– – 0.02% 456
2022
Q1 		$285K Hold
4,930
– – 0.02% 473
2021
Q4 		$296K Hold
4,930
– – 0.02% 458
2021
Q3 		$272K Hold
4,930
– – 0.02% 438
2021
Q2 		$269K Buy
+4,930
New +$261K 0.02% 427
2021
Q1 		– Sell
-1,100
Closed -$54K – 776
2020
Q4 		$54K Buy
+1,100
New +$51.9K 0.01% 726

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Perigon Wealth Management's IYH Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 3.3% in Q2 2026, selling an estimated $15.1K and leaving 7,129 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #921.

Perigon Wealth Management first reported a position in IYH in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.58M in Q3 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Perigon Wealth Management held 7,129 shares of iShares US Healthcare ETF worth $478K as of Q2 2026.
  • Perigon Wealth Management sold 241 iShares US Healthcare ETF shares in Q2 2026, an estimated $15.1K.
  • iShares US Healthcare ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #921 holding.
  • Perigon Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 22 quarters since.
  • Perigon Wealth Management's iShares US Healthcare ETF position peaked at $4.58M in Q3 2023.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.