SAI
IYH icon

Savvy Advisors Inc’s iShares US Healthcare ETF IYH Stock Holding History

Savvy Advisors Inc’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 		$357K Buy
+5,322
New +$333K 0.01% 916

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

Savvy Advisors Inc's IYH Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 5,322 shares worth $357K. The stake represents 0.01% of the portfolio and ranks #916 among its holdings.

529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Savvy Advisors Inc held 5,322 shares of iShares US Healthcare ETF worth $357K as of Q2 2026.
  • iShares US Healthcare ETF was a new Savvy Advisors Inc position in Q2 2026.
  • iShares US Healthcare ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #916 holding.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.