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RMG Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

RMG Wealth Management’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 		$35.6K Buy
+500
New +$31.3K ﹤0.01% 198
2026
Q1 		– Sell
-500
Closed -$33.4K – 628
2025
Q4 		$33.4K Hold
500
– – ﹤0.01% 175
2025
Q3 		$30.9K Hold
500
– – ﹤0.01% 167
2025
Q2 		$27.8K Buy
+500
New +$28.2K ﹤0.01% 169

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

RMG Wealth Management's IYH Position: Q2 2026 in Review

RMG Wealth Management opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 500 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in IYH as recently as Q4 2025.

RMG Wealth Management first reported a position in IYH in Q2 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • RMG Wealth Management held 500 shares of iShares US Healthcare ETF worth $35.6K as of Q2 2026.
  • iShares US Healthcare ETF was a new RMG Wealth Management position in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #198 holding.
  • RMG Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2025 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.