RIL
IYH icon

Rothschild Investment LLC’s iShares US Healthcare ETF IYH Stock Holding History

Rothschild Investment LLC’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 		$10.1K Hold
150
– – ﹤0.01% 1879
2026
Q1 		$9.25K Hold
150
– – ﹤0.01% 1724
2025
Q4 		$9.77K Hold
150
– – ﹤0.01% 1583
2025
Q3 		$8.81K Hold
150
– – ﹤0.01% 1491
2025
Q2 		$8.47K Hold
150
– – ﹤0.01% 1282
2025
Q1 		$9.13K Sell
150
-525
-78% -$32.1K ﹤0.01% 1195
2024
Q4 		$39.3K Hold
675
– – ﹤0.01% 837
2024
Q3 		$43.9K Hold
675
– – ﹤0.01% 805
2024
Q2 		$41.4K Hold
675
– – ﹤0.01% 792
2024
Q1 		$41.8K Hold
675
– – ﹤0.01% 763
2023
Q4 		$38.6K Buy
+675
New +$36.7K ﹤0.01% 711

Other funds holding IYH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's IYH Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 150 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Rothschild Investment LLC first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.9K in Q3 2024. 337 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Rothschild Investment LLC held 150 shares of iShares US Healthcare ETF worth $10.1K as of Q2 2026.
  • Rothschild Investment LLC left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1879 holding.
  • Rothschild Investment LLC first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares US Healthcare ETF position peaked at $43.9K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.