Retirement Planning Group (Kansas)’s iShares US Healthcare ETF IYH Stock Holding History

Retirement Planning Group (Kansas)’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	$565K	Buy	8,432 +943	+13%	+$59K	0.01%	305
2026 Q1	$462K	Sell	7,489 -703	-9%	-$45.4K	0.01%	313
2025 Q4	$533K	Buy	8,192 +253	+3%	+$16K	0.02%	262
2025 Q3	$466K	Buy	7,939 +969	+14%	+$55.2K	0.02%	274
2025 Q2	$394K	Buy	6,970 +2,997	+75%	+$169K	0.02%	230
2025 Q1	$242K	Buy	+3,973	New	+$243K	0.01%	269

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

Retirement Planning Group (Kansas)'s IYH Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares US Healthcare ETF (IYH) stake by 13% in Q2 2026, buying an estimated $59K and bringing the position to 8,432 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #305.

Retirement Planning Group (Kansas) first reported a position in IYH in Q1 2025 and has held it in 6 quarters since. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Retirement Planning Group (Kansas) held 8,432 shares of iShares US Healthcare ETF worth $565K as of Q2 2026.
Retirement Planning Group (Kansas) bought 943 iShares US Healthcare ETF shares in Q2 2026, an estimated $59K.
iShares US Healthcare ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #305 holding.
Retirement Planning Group (Kansas) first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 6 quarters since.
533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.