Principal Securities’s iShares US Healthcare ETF IYH Stock Holding History

Principal Securities’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	$529K	Buy	7,890 +2,818	+56%	+$176K	0.01%	1053
2026 Q1	$313K	Sell	5,072 -156	-3%	-$10.1K	﹤0.01%	1180
2025 Q4	$340K	Sell	5,228 -164	-3%	-$10.3K	0.01%	1083
2025 Q3	$317K	Buy	5,392 +296	+6%	+$16.9K	0.01%	1099
2025 Q2	$288K	Sell	5,096 -4,346	-46%	-$245K	0.01%	1080
2025 Q1	$550K	Buy	9,442 +250	+3%	+$15.3K	0.01%	736
2024 Q4	$536K	Sell	9,192 -845	-8%	-$52.2K	0.01%	740
2024 Q3	$652K	Sell	10,037 -1,771	-15%	-$113K	0.02%	675
2024 Q2	$723K	Sell	11,808 -1,722	-13%	-$104K	0.02%	577
2024 Q1	$838K	Sell	13,530 -1,400	-9%	-$84.2K	0.03%	499
2023 Q4	$855K	Buy	+14,930	New	+$813K	0.03%	458

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Principal Securities's IYH Position: Q2 2026 in Review

Principal Securities increased its iShares US Healthcare ETF (IYH) stake by 56% in Q2 2026, buying an estimated $176K and bringing the position to 7,890 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #1053.

Principal Securities first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $855K in Q4 2023. 530 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Principal Securities held 7,890 shares of iShares US Healthcare ETF worth $529K as of Q2 2026.
Principal Securities bought 2,818 iShares US Healthcare ETF shares in Q2 2026, an estimated $176K.
iShares US Healthcare ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1053 holding.
Principal Securities first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares US Healthcare ETF position peaked at $855K in Q4 2023.
530 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.