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SHP Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

SHP Wealth Management’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 		$27.8K Buy
415
+200
+93% +$12.5K ﹤0.01% 698
2026
Q1 		$13.3K Hold
215
– – ﹤0.01% 837
2025
Q4 		$14K Buy
+215
New +$13.6K ﹤0.01% 753

Other funds holding IYH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's IYH Position: Q2 2026 in Review

SHP Wealth Management increased its iShares US Healthcare ETF (IYH) stake by 93% in Q2 2026, buying an estimated $12.5K and bringing the position to 415 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

SHP Wealth Management first reported a position in IYH in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • SHP Wealth Management held 415 shares of iShares US Healthcare ETF worth $27.8K as of Q2 2026.
  • SHP Wealth Management bought 200 iShares US Healthcare ETF shares in Q2 2026, an estimated $12.5K.
  • iShares US Healthcare ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #698 holding.
  • SHP Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.