Resurgent Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Resurgent Financial 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	$219K	Buy	+3,266	New	+$204K	0.06%	282
2024 Q1	–	Sell	-1,000	Closed	-$57.2K	–	348
2023 Q4	$57.2K	Hold	1,000	–	–	0.04%	311
2023 Q3	$54K	Hold	1,000	–	–	0.04%	310
2023 Q2	$56K	Hold	1,000	–	–	0.04%	318
2023 Q1	$54.6K	Hold	1,000	–	–	0.04%	320
2022 Q4	$56.7K	Buy	+1,000	New	+$55.2K	0.03%	403

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

Resurgent Financial Advisors's IYH Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 3,266 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #282 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in IYH as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in IYH in Q4 2022 and has held it in 6 quarters since. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Resurgent Financial Advisors held 3,266 shares of iShares US Healthcare ETF worth $219K as of Q2 2026.
iShares US Healthcare ETF was a new Resurgent Financial Advisors position in Q2 2026.
iShares US Healthcare ETF made up 0.06% of Resurgent Financial Advisors's portfolio in Q2 2026, its #282 holding.
Resurgent Financial Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 6 quarters since.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.