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Redwood Financial Network’s iShares US Healthcare ETF IYH Stock Holding History

Redwood Financial Network’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 		$345K Buy
5,144
+314
+7% +$19.6K 0.19% 127
2026
Q1 		$298K Buy
4,830
+328
+7% +$21.2K 0.2% 135
2025
Q4 		$293K Buy
4,502
+620
+16% +$39.1K 0.19% 138
2025
Q3 		$228K Sell
3,882
-1,224
-24% -$69.7K 0.14% 158
2025
Q2 		$288K Buy
5,106
+252
+5% +$14.2K 0.19% 131
2025
Q1 		$296K Buy
4,854
+845
+21% +$51.6K 0.23% 122
2024
Q4 		$234K Buy
+4,009
New +$248K 0.17% 138

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

Redwood Financial Network's IYH Position: Q2 2026 in Review

Redwood Financial Network increased its iShares US Healthcare ETF (IYH) stake by 6.5% in Q2 2026, buying an estimated $19.6K and bringing the position to 5,144 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #127.

Redwood Financial Network first reported a position in IYH in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Redwood Financial Network held 5,144 shares of iShares US Healthcare ETF worth $345K as of Q2 2026.
  • Redwood Financial Network bought 314 iShares US Healthcare ETF shares in Q2 2026, an estimated $19.6K.
  • iShares US Healthcare ETF made up 0.19% of Redwood Financial Network's portfolio in Q2 2026, its #127 holding.
  • Redwood Financial Network first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.