Plante Moran Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Plante Moran Financial Advisors’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	$223K	Hold	3,335	–	–	0.01%	157
2026 Q1	$206K	Hold	3,335	–	–	0.01%	158
2025 Q4	$217K	Hold	3,335	–	–	0.01%	162
2025 Q3	$196K	Hold	3,335	–	–	0.01%	170
2025 Q2	$188K	Hold	3,335	–	–	0.01%	166
2025 Q1	$203K	Hold	3,335	–	–	0.02%	169
2024 Q4	$194K	Hold	3,335	–	–	0.02%	177
2024 Q3	$217K	Hold	3,335	–	–	0.02%	173
2024 Q2	$204K	Hold	3,335	–	–	0.02%	172
2024 Q1	$206K	Hold	3,335	–	–	0.02%	173
2023 Q4	$191K	Hold	3,335	–	–	0.02%	175
2023 Q3	$180K	Hold	3,335	–	–	0.02%	158
2023 Q2	$187K	Hold	3,335	–	–	0.02%	162
2023 Q1	$182K	Hold	3,335	–	–	0.02%	157
2022 Q4	$189K	Hold	3,335	–	–	0.03%	159
2022 Q3	$169K	Hold	3,335	–	–	0.03%	159
2022 Q2	$179K	Hold	3,335	–	–	0.03%	162
2022 Q1	$193K	Hold	3,335	–	–	0.04%	166
2021 Q4	$200K	Hold	3,335	–	–	0.03%	181
2021 Q3	$184K	Sell	3,335 -95	-3%	-$5.43K	0.04%	195
2021 Q2	$187K	Buy	3,430 +95	+3%	+$5.03K	0.05%	183
2021 Q1	$168K	Hold	3,335	–	–	0.05%	193
2020 Q4	$164K	Hold	3,335	–	–	0.05%	194
2020 Q3	$152K	Hold	3,335	–	–	0.05%	187
2020 Q2	$144K	Buy	3,335 +600	+22%	+$25.3K	0.06%	165
2020 Q1	$103K	Hold	2,735	–	–	0.05%	186
2019 Q4	$118K	Sell	2,735 -850	-24%	-$34.3K	0.04%	216
2019 Q3	$136K	Sell	3,585 -150	-4%	-$5.77K	0.04%	204
2019 Q2	$146K	Sell	3,735 -165	-4%	-$6.25K	0.04%	187
2019 Q1	$151K	Sell	3,900 -275	-7%	-$10.4K	0.05%	183
2018 Q4	$151K	Sell	4,175 -210	-5%	-$8.05K	0.05%	161
2018 Q3	$178K	Sell	4,385 -75	-2%	-$2.89K	0.06%	164
2018 Q2	$159K	Buy	4,460 +850	+24%	+$30K	0.08%	186
2018 Q1	$125K	Hold	3,610	–	–	0.07%	203
2017 Q4	$126K	Hold	3,610	–	–	0.07%	193
2017 Q3	$124K	Hold	3,610	–	–	0.07%	175
2017 Q2	$120K	Hold	3,610	–	–	0.08%	177
2017 Q1	$112K	Hold	3,610	–	–	0.07%	191
2016 Q4	$104K	Buy	3,610 +2,735	+313%	+$79.3K	0.06%	209
2016 Q3	$26K	Hold	875	–	–	0.02%	434
2016 Q2	$26K	Hold	875	–	–	0.02%	390
2016 Q1	$25K	Hold	875	–	–	0.02%	353
2015 Q4	$26K	Hold	875	–	–	0.02%	406
2015 Q3	$24K	Hold	875	–	–	0.02%	359
2015 Q2	$28K	Hold	875	–	–	0.02%	383
2015 Q1	$27K	Hold	875	–	–	0.02%	365
2014 Q4	$25K	Hold	875	–	–	0.02%	379
2014 Q3	$24K	Buy	+875	New	+$23.1K	0.02%	376

Other funds holding IYH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's IYH Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 3,335 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #157.

Plante Moran Financial Advisors first reported a position in IYH in Q3 2014 and has held it in 48 quarters since. 337 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Plante Moran Financial Advisors held 3,335 shares of iShares US Healthcare ETF worth $223K as of Q2 2026.
Plante Moran Financial Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #157 holding.
Plante Moran Financial Advisors first reported a position in iShares US Healthcare ETF in Q3 2014 and has held it in 48 quarters since.
337 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.