Signature Estate & Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Signature Estate & Investment 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	$643K	Sell	9,596 -136,061	-93%	-$8.51M	0.01%	380
2026 Q1	$8.98M	Sell	145,657 -181	-0.1%	-$11.7K	0.18%	64
2025 Q4	$9.49M	Sell	145,838 -1,436	-1%	-$90.6K	0.19%	59
2025 Q3	$8.65M	Sell	147,274 -27	-0%	-$1.54K	0.18%	64
2025 Q2	$8.32M	Buy	147,301 +134,291	+1,032%	+$7.57M	0.19%	63
2025 Q1	$792K	Buy	13,010 +120	+0.9%	+$7.33K	0.02%	256
2024 Q4	$751K	Buy	12,890 +334	+3%	+$20.6K	0.02%	265
2024 Q3	$816K	Buy	12,556 +119	+1%	+$7.6K	0.02%	228
2024 Q2	$762K	Buy	+12,437	New	+$748K	0.02%	237

Other funds holding IYH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Signature Estate & Investment Advisors's IYH Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares US Healthcare ETF (IYH) stake by 93% in Q2 2026, selling an estimated $8.51M and leaving 9,596 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #380.

Signature Estate & Investment Advisors first reported a position in IYH in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.49M in Q4 2025. 355 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Signature Estate & Investment Advisors held 9,596 shares of iShares US Healthcare ETF worth $643K as of Q2 2026.
Signature Estate & Investment Advisors sold 136,061 iShares US Healthcare ETF shares in Q2 2026, an estimated $8.51M.
iShares US Healthcare ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #380 holding.
Signature Estate & Investment Advisors first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's iShares US Healthcare ETF position peaked at $9.49M in Q4 2025.
355 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.