Realta Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Realta Investment 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	$67K	Hold	1,000	–	–	0.02%	259
2026 Q1	$61.6K	Hold	1,000	–	–	0.02%	246
2025 Q4	$65.1K	Hold	1,000	–	–	0.02%	237
2025 Q3	$58.7K	Hold	1,000	–	–	0.02%	234
2025 Q2	$56.5K	Hold	1,000	–	–	0.02%	226
2025 Q1	$60.9K	Hold	1,000	–	–	0.03%	224
2024 Q4	$58.9K	Hold	1,000	–	–	0.02%	244
2024 Q3	$65.2K	Sell	1,000 -251	-20%	-$16K	0.03%	229
2024 Q2	$76.7K	Sell	1,251 -409	-25%	-$24.6K	0.02%	492
2024 Q1	$103K	Buy	+1,660	New	+$99.8K	0.02%	478
2023 Q4	–	Sell	-1,505	Closed	-$84.4K	–	623
2023 Q3	$84.4K	Hold	1,505	–	–	0.02%	476
2023 Q2	$84.4K	Buy	+1,505	New	+$83.6K	0.02%	505
2023 Q1	–	Sell	-1,055	Closed	-$59.8K	–	636
2022 Q4	$59.8K	Buy	1,055 +225	+27%	+$12.4K	0.01%	542
2022 Q3	$42K	Buy	+830	New	+$44.8K	0.01%	545
2020 Q1	–	Sell	-150	Closed	-$6K	–	866
2019 Q4	$6K	Hold	150	–	–	﹤0.01%	1295
2019 Q3	$6K	Hold	150	–	–	﹤0.01%	1276
2019 Q2	$6K	Hold	150	–	–	﹤0.01%	1315
2019 Q1	$6K	Buy	+150	New	+$5.7K	﹤0.01%	1031

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

Realta Investment Advisors's IYH Position: Q2 2026 in Review

Realta Investment Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 1,000 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #259.

Realta Investment Advisors first reported a position in IYH in Q1 2019 and has held it in 18 quarters since. The position peaked at $103K in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Realta Investment Advisors held 1,000 shares of iShares US Healthcare ETF worth $67K as of Q2 2026.
Realta Investment Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.02% of Realta Investment Advisors's portfolio in Q2 2026, its #259 holding.
Realta Investment Advisors first reported a position in iShares US Healthcare ETF in Q1 2019 and has held it in 18 quarters since.
Realta Investment Advisors's iShares US Healthcare ETF position peaked at $103K in Q1 2024.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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