Prosperity Capital Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Prosperity Capital 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	$305K	Buy	+4,545	New	+$284K	0.02%	338
2024 Q1	–	Sell	-24,460	Closed	-$1.4M	–	332
2023 Q4	$1.4M	Buy	24,460 +485	+2%	+$26.4K	0.15%	76
2023 Q3	$1.3M	Buy	23,975 +1,245	+5%	+$69.6K	0.17%	76
2023 Q2	$1.27M	Buy	22,730 +2,070	+10%	+$115K	0.18%	75
2023 Q1	$1.13M	Buy	+20,660	New	+$1.13M	0.17%	69

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

Prosperity Capital Advisors's IYH Position: Q2 2026 in Review

Prosperity Capital Advisors opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 4,545 shares worth $305K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings. This is a return to the name: Prosperity Capital Advisors previously reported a position in IYH as recently as Q4 2023.

Prosperity Capital Advisors first reported a position in IYH in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.4M in Q4 2023. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Prosperity Capital Advisors held 4,545 shares of iShares US Healthcare ETF worth $305K as of Q2 2026.
iShares US Healthcare ETF was a new Prosperity Capital Advisors position in Q2 2026.
iShares US Healthcare ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #338 holding.
Prosperity Capital Advisors first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 5 quarters since.
Prosperity Capital Advisors's iShares US Healthcare ETF position peaked at $1.4M in Q4 2023.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.