RMP
IYH icon

Richards, Merrill & Peterson’s iShares US Healthcare ETF IYH Stock Holding History

Richards, Merrill & Peterson’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 		$5.16K Hold
77
– – ﹤0.01% 279
2026
Q1 		$4.75K Hold
77
– – ﹤0.01% 276
2025
Q4 		$5.01K Hold
77
– – ﹤0.01% 266
2025
Q3 		$4.52K Hold
77
– – ﹤0.01% 213
2025
Q2 		$4.35K Hold
77
– – ﹤0.01% 199
2025
Q1 		$4.69K Hold
77
– – ﹤0.01% 442
2024
Q4 		$4.49K Buy
+77
New +$4.76K ﹤0.01% 431

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

Richards, Merrill & Peterson's IYH Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 77 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Richards, Merrill & Peterson 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.

  • Richards, Merrill & Peterson held 77 shares of iShares US Healthcare ETF worth $5.16K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #279 holding.
  • Richards, Merrill & Peterson 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 Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.