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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 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. 105 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.
105 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.