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Smith, Moore & Co’s iShares US Healthcare ETF IYH Stock Holding History

Smith, Moore & Co’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 		$1.25M Sell
18,620
-133
-0.7% -$8.32K 0.08% 202
2026
Q1 		$1.16M Buy
18,753
+2,315
+14% +$150K 0.08% 188
2025
Q4 		$1.07M Buy
16,438
+1,120
+7% +$70.7K 0.08% 196
2025
Q3 		$899K Buy
15,318
+488
+3% +$27.8K 0.07% 223
2025
Q2 		$838K Buy
14,830
+634
+4% +$35.8K 0.07% 230
2025
Q1 		$864K Buy
14,196
+87
+0.6% +$5.32K 0.08% 220
2024
Q4 		$822K Buy
14,109
+828
+6% +$51.2K 0.08% 216
2024
Q3 		$863K Sell
13,281
-48
-0.4% -$3.07K 0.08% 201
2024
Q2 		$817K Buy
13,329
+1
+0% +$60 0.08% 196
2024
Q1 		$825K Sell
13,328
-187
-1% -$11.2K 0.09% 196
2023
Q4 		$774K Buy
13,515
+5
+0% +$272 0.09% 191
2023
Q3 		$730K Hold
13,510
– – 0.1% 188
2023
Q2 		$757K Buy
13,510
+5
+0% +$278 0.1% 191
2023
Q1 		$738K Buy
13,505
+500
+4% +$27.4K 0.1% 187
2022
Q4 		$738K Buy
13,005
+370
+3% +$20.4K 0.1% 189
2022
Q3 		$639K Buy
12,635
+1,275
+11% +$68.9K 0.1% 195
2022
Q2 		$611K Buy
11,360
+5
+0% +$274 0.09% 204
2022
Q1 		$656K Hold
11,355
– – 0.09% 210
2021
Q4 		$682K Buy
11,355
+5
+0% +$286 0.09% 206
2021
Q3 		$626K Hold
11,350
– – 0.1% 210
2021
Q2 		$619K Hold
11,350
– – 0.09% 213
2021
Q1 		$573K Buy
11,350
+5
+0% +$251 0.09% 213
2020
Q4 		$558K Hold
11,345
– – 0.1% 191
2020
Q3 		$515K Buy
11,345
+5
+0% +$226 0.11% 188
2020
Q2 		$489K Buy
11,340
+1,625
+17% +$68.6K 0.11% 176
2020
Q1 		$365K Buy
9,715
+445
+5% +$18.3K 0.1% 191
2019
Q4 		$400K Sell
9,270
-250
-3% -$10.1K 0.08% 207
2019
Q3 		$360K Buy
9,520
+5
+0.1% +$192 0.08% 216
2019
Q2 		$372K Sell
9,515
-680
-7% -$25.7K 0.08% 223
2019
Q1 		$395K Sell
10,195
-945
-8% -$35.9K 0.09% 205
2018
Q4 		$403K Buy
11,140
+5
+0% +$192 0.11% 190
2018
Q3 		$452K Buy
11,135
+620
+6% +$23.9K 0.1% 188
2018
Q2 		$375K Sell
10,515
-555
-5% -$19.6K 0.09% 200
2018
Q1 		$382K Sell
11,070
-410
-4% -$14.8K 0.1% 192
2017
Q4 		$400K Sell
11,480
-750
-6% -$26K 0.11% 187
2017
Q3 		$420K Buy
12,230
+100
+0.8% +$3.37K 0.12% 178
2017
Q2 		$403K Buy
12,130
+685
+6% +$21.9K 0.14% 145
2017
Q1 		$356K Sell
11,445
-1,460
-11% -$44.6K 0.13% 158
2016
Q4 		$372K Buy
12,905
+190
+1% +$5.51K 0.14% 143
2016
Q3 		$382K Hold
12,715
– – 0.15% 129
2016
Q2 		$377K Sell
12,715
-325
-2% -$9.49K 0.16% 129
2016
Q1 		$367K Buy
13,040
+175
+1% +$4.84K 0.16% 124
2015
Q4 		$386K Sell
12,865
-175
-1% -$5.2K 0.19% 101
2015
Q3 		$365K Hold
13,040
– – 0.2% 92
2015
Q2 		$414K Hold
13,040
– – 0.21% 89
2015
Q1 		$402K Sell
13,040
-360
-3% -$10.9K 0.21% 88
2014
Q4 		$386K Sell
13,400
-5
-0% -$141 0.21% 95
2014
Q3 		$360K Sell
13,405
-500
-4% -$13.2K 0.2% 94
2014
Q2 		$356K Buy
13,905
+5
+0% +$123 0.22% 83
2014
Q1 		$342K Hold
13,900
– – 0.2% 97
2013
Q4 		$324K Buy
+13,900
New +$313K 0.2% 103

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Smith, Moore & Co's IYH Position: Q2 2026 in Review

Smith, Moore & Co reduced its iShares US Healthcare ETF (IYH) stake by 0.71% in Q2 2026, selling an estimated $8.32K and leaving 18,620 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #202.

Smith, Moore & Co first reported a position in IYH in Q4 2013 and has held it in 51 quarters since. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Smith, Moore & Co held 18,620 shares of iShares US Healthcare ETF worth $1.25M as of Q2 2026.
  • Smith, Moore & Co sold 133 iShares US Healthcare ETF shares in Q2 2026, an estimated $8.32K.
  • iShares US Healthcare ETF made up 0.08% of Smith, Moore & Co's portfolio in Q2 2026, its #202 holding.
  • Smith, Moore & Co first reported a position in iShares US Healthcare ETF in Q4 2013 and has held it in 51 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.