RWA Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

RWA Wealth Partners’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	$534K	Buy	7,970 +3,093	+63%	+$194K	0.01%	461
2026 Q1	$301K	Sell	4,877 -3,192	-40%	-$206K	﹤0.01%	538
2025 Q4	$525K	Buy	8,069 +3,192	+65%	+$201K	0.01%	437
2025 Q3	$286K	Hold	4,877	–	–	﹤0.01%	531
2025 Q2	$275K	Sell	4,877 -268	-5%	-$15.1K	﹤0.01%	527
2025 Q1	$313K	Sell	5,145 -3,714	-42%	-$227K	﹤0.01%	471
2024 Q4	$516K	Buy	8,859 +19	+0.2%	+$1.17K	0.01%	414
2024 Q3	$575K	Sell	8,840 -199	-2%	-$12.7K	0.01%	392
2024 Q2	$554K	Sell	9,039 -1,500	-14%	-$90.2K	0.01%	381
2024 Q1	$652K	Buy	10,539 +4	+0%	+$241	0.01%	362
2023 Q4	$603K	Buy	10,535 +4,830	+85%	+$263K	0.01%	361
2023 Q3	$308K	Sell	5,705 -150	-3%	-$8.38K	0.01%	321
2023 Q2	$328K	Buy	+5,855	New	+$325K	0.01%	266

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

RWA Wealth Partners's IYH Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares US Healthcare ETF (IYH) stake by 63% in Q2 2026, buying an estimated $194K and bringing the position to 7,970 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #461.

RWA Wealth Partners first reported a position in IYH in Q2 2023 and has held it in 13 quarters since. The position peaked at $652K in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

RWA Wealth Partners held 7,970 shares of iShares US Healthcare ETF worth $534K as of Q2 2026.
RWA Wealth Partners bought 3,093 iShares US Healthcare ETF shares in Q2 2026, an estimated $194K.
iShares US Healthcare ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #461 holding.
RWA Wealth Partners first reported a position in iShares US Healthcare ETF in Q2 2023 and has held it in 13 quarters since.
RWA Wealth Partners's iShares US Healthcare ETF position peaked at $652K in Q1 2024.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.