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Savant Capital’s iShares US Healthcare ETF IYH Stock Holding History

Savant Capital’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 		$302K Buy
4,492
+622
+16% +$38.9K ﹤0.01% 1500
2026
Q1 		$239K Buy
+3,870
New +$250K ﹤0.01% 1312
2025
Q3 		– Sell
-4,122
Closed -$233K – 1342
2025
Q2 		$233K Sell
4,122
-65
-2% -$3.67K ﹤0.01% 1086
2025
Q1 		$255K Sell
4,187
-1,506
-26% -$92K ﹤0.01% 906
2024
Q4 		$332K Sell
5,693
-1,948
-25% -$120K ﹤0.01% 1061
2024
Q3 		$497K Sell
7,641
-187
-2% -$11.9K ﹤0.01% 870
2024
Q2 		$480K Buy
7,828
+75
+1% +$4.51K ﹤0.01% 812
2024
Q1 		$480K Sell
7,753
-532
-6% -$32K 0.01% 738
2023
Q4 		$474K Buy
8,285
+20
+0.2% +$1.09K 0.01% 575
2023
Q3 		$446K Sell
8,265
-980
-11% -$54.8K 0.01% 549
2023
Q2 		$518K Sell
9,245
-745
-7% -$41.4K 0.01% 498
2023
Q1 		$546K Buy
9,990
+485
+5% +$26.6K 0.01% 440
2022
Q4 		$308K Buy
+9,505
New +$525K 0.01% 457

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

Savant Capital's IYH Position: Q2 2026 in Review

Savant Capital increased its iShares US Healthcare ETF (IYH) stake by 16% in Q2 2026, buying an estimated $38.9K and bringing the position to 4,492 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Savant Capital first reported a position in IYH in Q4 2022 and has held it in 13 quarters since. The position peaked at $546K in Q1 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Savant Capital held 4,492 shares of iShares US Healthcare ETF worth $302K as of Q2 2026.
  • Savant Capital bought 622 iShares US Healthcare ETF shares in Q2 2026, an estimated $38.9K.
  • iShares US Healthcare ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1500 holding.
  • Savant Capital first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 13 quarters since.
  • Savant Capital's iShares US Healthcare ETF position peaked at $546K in Q1 2023.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.