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Procyon Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Procyon 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 		$501K Buy
7,478
+228
+3% +$14.3K 0.02% 358
2026
Q1 		$447K Buy
7,250
+1,000
+16% +$64.6K 0.02% 368
2025
Q4 		$407K Hold
6,250
– – 0.02% 366
2025
Q3 		$367K Hold
6,250
– – 0.02% 366
2025
Q2 		$353K Sell
6,250
-1,890
-23% -$107K 0.03% 342
2025
Q1 		$496K Hold
8,140
– – 0.03% 375
2024
Q4 		$474K Hold
8,140
– – 0.03% 339
2024
Q3 		$529K Hold
8,140
– – 0.04% 329
2024
Q2 		$499K Buy
8,140
+1,890
+30% +$114K 0.04% 317
2024
Q1 		$387K Hold
6,250
– – 0.03% 372
2023
Q4 		$358K Hold
6,250
– – 0.03% 373
2023
Q3 		$338K Hold
6,250
– – 0.03% 371
2023
Q2 		$350K Hold
6,250
– – 0.04% 337
2023
Q1 		$341K Hold
6,250
– – 0.06% 290
2022
Q4 		$355K Hold
6,250
– – 0.06% 265
2022
Q3 		$316K Sell
6,250
-500
-7% -$27K 0.08% 235
2022
Q2 		$363K Hold
6,750
– – 0.08% 223
2022
Q1 		$390K Hold
6,750
– – 0.08% 223
2021
Q4 		$405K Buy
6,750
+1,250
+23% +$71.4K 0.09% 206
2021
Q3 		$304K Hold
5,500
– – 0.08% 231
2021
Q2 		$300K Hold
5,500
– – 0.08% 219
2021
Q1 		$278K Hold
5,500
– – 0.12% 184
2020
Q4 		$271K Hold
5,500
– – 0.13% 182
2020
Q3 		$250K Hold
5,500
– – 0.14% 166
2020
Q2 		$237K Sell
5,500
-1,000
-15% -$42.2K 0.13% 158
2020
Q1 		$244K Hold
6,500
– – 0.16% 125
2019
Q4 		$280K Buy
+6,500
New +$262K 0.17% 120

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

Procyon Advisors's IYH Position: Q2 2026 in Review

Procyon Advisors increased its iShares US Healthcare ETF (IYH) stake by 3.1% in Q2 2026, buying an estimated $14.3K and bringing the position to 7,478 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #358.

Procyon Advisors first reported a position in IYH in Q4 2019 and has held it in 27 quarters since. The position peaked at $529K in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Procyon Advisors held 7,478 shares of iShares US Healthcare ETF worth $501K as of Q2 2026.
  • Procyon Advisors bought 228 iShares US Healthcare ETF shares in Q2 2026, an estimated $14.3K.
  • iShares US Healthcare ETF made up 0.02% of Procyon Advisors's portfolio in Q2 2026, its #358 holding.
  • Procyon Advisors first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 27 quarters since.
  • Procyon Advisors's iShares US Healthcare ETF position peaked at $529K in Q3 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.