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Private Trust Company’s iShares US Healthcare ETF IYH Stock Holding History

Private Trust Company’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 		$4.49K Hold
67
– – ﹤0.01% 2320
2026
Q1 		$4.13K Hold
67
– – ﹤0.01% 2236
2025
Q4 		$4.36K Hold
67
– – ﹤0.01% 2198
2025
Q3 		$3.93K Sell
67
-200
-75% -$11.4K ﹤0.01% 2215
2025
Q2 		$15.1K Hold
267
– – ﹤0.01% 1686
2025
Q1 		$16.3K Sell
267
-293
-52% -$17.9K ﹤0.01% 1636
2024
Q4 		$32.6K Buy
+560
New +$34.6K ﹤0.01% 1321
2024
Q2 		– Sell
-25
Closed -$1.55K – 2311
2024
Q1 		$1.55K Buy
+25
New +$1.5K ﹤0.01% 2136
2023
Q4 		– Sell
-90
Closed -$4.86K – 2373
2023
Q3 		$4.86K Buy
+90
New +$5.03K ﹤0.01% 1889
2023
Q1 		– Sell
-40
Closed -$2K – 2327
2022
Q4 		$2K Hold
40
– – ﹤0.01% 2023
2022
Q3 		$2K Buy
+40
New +$2.16K ﹤0.01% 1884
2014
Q4 		– Sell
-2,900
Closed -$78K – 738
2014
Q3 		$78K Sell
2,900
-45
-2% -$1.19K 0.03% 432
2014
Q2 		$76K Sell
2,945
-45
-2% -$1.11K 0.02% 456
2014
Q1 		$74K Sell
2,990
-160
-5% -$3.89K 0.03% 404
2013
Q4 		$73K Buy
3,150
+50
+2% +$1.12K 0.03% 381
2013
Q3 		$66K Sell
3,100
-395
-11% -$8.38K 0.03% 377
2013
Q2 		$70K Buy
+3,495
New +$70.3K 0.03% 348

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

Private Trust Company's IYH Position: Q2 2026 in Review

Private Trust Company held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 67 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Private Trust Company first reported a position in IYH in Q2 2013 and has held it in 17 quarters since. The position peaked at $78K in Q3 2014. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Private Trust Company held 67 shares of iShares US Healthcare ETF worth $4.49K as of Q2 2026.
  • Private Trust Company left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2320 holding.
  • Private Trust Company first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 17 quarters since.
  • Private Trust Company's iShares US Healthcare ETF position peaked at $78K in Q3 2014.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.