Sequoia Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Sequoia Financial 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	$314K	Buy	4,681 +12	+0.3%	+$751	﹤0.01%	1645
2026 Q1	$288K	Sell	4,669 -418	-8%	-$27K	﹤0.01%	1596
2025 Q4	$331K	Buy	5,087 +5	+0.1%	+$315	﹤0.01%	1507
2025 Q3	$298K	Buy	5,082 +659	+15%	+$37.5K	﹤0.01%	1399
2025 Q2	$250K	Sell	4,423 -173	-4%	-$9.76K	﹤0.01%	1364
2025 Q1	$280K	Buy	+4,596	New	+$281K	﹤0.01%	1093

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

Sequoia Financial Advisors's IYH Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares US Healthcare ETF (IYH) stake by 0.26% in Q2 2026, buying an estimated $751 and bringing the position to 4,681 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Sequoia Financial Advisors first reported a position in IYH in Q1 2025 and has held it in 6 quarters since. The position peaked at $331K in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Sequoia Financial Advisors held 4,681 shares of iShares US Healthcare ETF worth $314K as of Q2 2026.
Sequoia Financial Advisors bought 12 iShares US Healthcare ETF shares in Q2 2026, an estimated $751.
iShares US Healthcare ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1645 holding.
Sequoia Financial Advisors first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's iShares US Healthcare ETF position peaked at $331K in Q4 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.