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Royal Fund Management’s iShares US Healthcare ETF IYH Stock Holding History

Royal Fund 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 		$925K Sell
13,806
-1,939
-12% -$121K 0.08% 198
2026
Q1 		$970K Sell
15,745
-2,953
-16% -$191K 0.09% 180
2025
Q4 		$1.22M Buy
18,698
+13,628
+269% +$860K 0.11% 169
2025
Q3 		$298K Sell
5,070
-16,375
-76% -$933K 0.04% 210
2025
Q2 		$1.21M Sell
21,445
-4,341
-17% -$245K 0.12% 177
2025
Q1 		$1.57M Sell
25,786
-107
-0.4% -$6.54K 0.17% 154
2024
Q4 		$1.51M Sell
25,893
-53,793
-68% -$3.32M 0.14% 150
2024
Q3 		$5.18M Sell
79,686
-89,997
-53% -$5.75M 0.31% 84
2024
Q2 		$10.4M Sell
169,683
-6,497
-4% -$391K 0.84% 13
2024
Q1 		$10.9M Buy
176,180
+13,010
+8% +$782K 1.07% 16
2023
Q4 		$9.37M Buy
163,170
+5,390
+3% +$293K 1.04% 16
2023
Q3 		$8.52M Buy
157,780
+2,555
+2% +$143K 1.15% 21
2023
Q2 		$8.7M Buy
155,225
+5,265
+4% +$293K 1.08% 18
2023
Q1 		$8.19M Buy
149,960
+13,115
+10% +$720K 1.17% 15
2022
Q4 		$7.76M Buy
136,845
+18,690
+16% +$1.03M 1.24% 20
2022
Q3 		$5.98M Buy
118,155
+7,835
+7% +$423K 1.09% 27
2022
Q2 		$5.93M Buy
110,320
+8,315
+8% +$456K 0.99% 31
2022
Q1 		$5.89M Buy
102,005
+14,530
+17% +$811K 0.85% 33
2021
Q4 		$5.25M Buy
87,475
+81,980
+1,492% +$4.68M 0.75% 46
2021
Q3 		$303K Buy
+5,495
New +$314K 0.04% 156
2017
Q4 		– Sell
-1,500
Closed -$51K – 669
2017
Q3 		$51K Buy
+1,500
New +$50.6K 0.02% 174

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

Royal Fund Management's IYH Position: Q2 2026 in Review

Royal Fund Management reduced its iShares US Healthcare ETF (IYH) stake by 12% in Q2 2026, selling an estimated $121K and leaving 13,806 shares worth $925K. The position accounts for 0.08% of the portfolio, ranked #198.

Royal Fund Management first reported a position in IYH in Q3 2017 and has held it in 21 quarters since. The position peaked at $10.9M in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Royal Fund Management held 13,806 shares of iShares US Healthcare ETF worth $925K as of Q2 2026.
  • Royal Fund Management sold 1,939 iShares US Healthcare ETF shares in Q2 2026, an estimated $121K.
  • iShares US Healthcare ETF made up 0.08% of Royal Fund Management's portfolio in Q2 2026, its #198 holding.
  • Royal Fund Management first reported a position in iShares US Healthcare ETF in Q3 2017 and has held it in 21 quarters since.
  • Royal Fund Management's iShares US Healthcare ETF position peaked at $10.9M in Q1 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.