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PlanVest Financial’s iShares US Healthcare ETF IYH Stock Holding History

PlanVest Financial’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 		$3.46K Buy
52
+1
+2% +$63 ﹤0.01% 490
2026
Q1 		$3.17K Buy
+51
New +$3.29K ﹤0.01% 460

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

PlanVest Financial's IYH Position: Q2 2026 in Review

PlanVest Financial increased its iShares US Healthcare ETF (IYH) stake by 2% in Q2 2026, buying an estimated $63 and bringing the position to 52 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

PlanVest Financial first reported a position in IYH in Q1 2026 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • PlanVest Financial held 52 shares of iShares US Healthcare ETF worth $3.46K as of Q2 2026.
  • PlanVest Financial bought 1 iShares US Healthcare ETF share in Q2 2026, an estimated $63.
  • iShares US Healthcare ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #490 holding.
  • PlanVest Financial first reported a position in iShares US Healthcare ETF in Q1 2026 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.