Sax Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Sax Wealth Advisors’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	$400K	Sell	6,497 -8	-0.1%	-$501	0.02%	391
2026 Q1	$423K	Hold	6,505	–	–	0.02%	318
2025 Q4	$423K	Hold	6,505	–	–	0.02%	324
2025 Q3	$382K	Sell	6,505 -195	-3%	-$11.1K	0.02%	318
2025 Q2	$378K	Buy	6,700 +1,330	+25%	+$75K	0.02%	299
2025 Q1	$327K	Hold	5,370	–	–	0.02%	279
2024 Q4	$313K	Hold	5,370	–	–	0.02%	256
2024 Q3	$349K	Hold	5,370	–	–	0.03%	205
2024 Q2	$329K	Buy	+5,370	New	+$323K	0.03%	197

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

Sax Wealth Advisors's IYH Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares US Healthcare ETF (IYH) stake by 0.12% in Q2 2026, selling an estimated $501 and leaving 6,497 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #391.

Sax Wealth Advisors first reported a position in IYH in Q2 2024 and has held it in 9 quarters since. The position peaked at $423K in Q1 2026. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Sax Wealth Advisors held 6,497 shares of iShares US Healthcare ETF worth $400K as of Q2 2026.
Sax Wealth Advisors sold 8 iShares US Healthcare ETF shares in Q2 2026, an estimated $501.
iShares US Healthcare ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #391 holding.
Sax Wealth Advisors first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's iShares US Healthcare ETF position peaked at $423K in Q1 2026.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.