Simplicity Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Simplicity Wealth’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	$2.67M	Buy	+39,866	New	+$2.49M	0.09%	219

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

Simplicity Wealth's IYH Position: Q2 2026 in Review

Simplicity Wealth opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 39,866 shares worth $2.67M. The stake represents 0.09% of the portfolio and ranks #219 among its holdings.

529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Simplicity Wealth held 39,866 shares of iShares US Healthcare ETF worth $2.67M as of Q2 2026.
iShares US Healthcare ETF was a new Simplicity Wealth position in Q2 2026.
iShares US Healthcare ETF made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #219 holding.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.