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SOA Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

SOA Wealth 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 		$996K Sell
14,870
-470
-3% -$29.4K 0.17% 85
2026
Q1 		$946K Sell
15,340
-76
-0.5% -$4.91K 0.18% 78
2025
Q4 		$1M Sell
15,416
-1,938
-11% -$122K 0.17% 85
2025
Q3 		$1.02M Sell
17,354
-2,571
-13% -$146K 0.17% 84
2025
Q2 		$1.13M Sell
19,925
-297
-1% -$16.8K 0.21% 72
2025
Q1 		$1.23M Sell
20,222
-180
-0.9% -$11K 0.26% 65
2024
Q4 		$1.19M Sell
20,402
-217
-1% -$13.4K 0.22% 67
2024
Q3 		$1.34M Sell
20,619
-125
-0.6% -$7.99K 0.26% 66
2024
Q2 		$1.27M Sell
20,744
-2,758
-12% -$166K 0.26% 65
2024
Q1 		$1.45M Sell
23,502
-223
-0.9% -$13.4K 0.3% 57
2023
Q4 		$1.36M Sell
23,725
-450
-2% -$24.5K 0.3% 59
2023
Q3 		$1.31M Sell
24,175
-85
-0.4% -$4.75K 0.32% 57
2023
Q2 		$1.36M Sell
24,260
-35
-0.1% -$1.95K 0.32% 57
2023
Q1 		$1.33M Buy
24,295
+145
+0.6% +$7.96K 0.33% 57
2022
Q4 		$1.37M Buy
24,150
+1,275
+6% +$70.4K 0.37% 55
2022
Q3 		$1.16M Buy
22,875
+1,690
+8% +$91.3K 0.35% 56
2022
Q2 		$1.14M Sell
21,185
-1,145
-5% -$62.9K 0.34% 57
2022
Q1 		$1.29M Buy
22,330
+3,980
+22% +$222K 0.31% 64
2021
Q4 		$1.11M Sell
18,350
-790
-4% -$45.1K 0.27% 66
2021
Q3 		$1.06M Sell
19,140
-25
-0.1% -$1.43K 0.27% 65
2021
Q2 		$1.04M Sell
19,165
-1,285
-6% -$68K 0.27% 64
2021
Q1 		$1.03M Sell
20,450
-300
-1% -$15.1K 0.29% 63
2020
Q4 		$1.06M Buy
+20,750
New +$979K 0.29% 62

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

SOA Wealth Advisors's IYH Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares US Healthcare ETF (IYH) stake by 3.1% in Q2 2026, selling an estimated $29.4K and leaving 14,870 shares worth $996K. The position accounts for 0.17% of the portfolio, ranked #85.

SOA Wealth Advisors first reported a position in IYH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • SOA Wealth Advisors held 14,870 shares of iShares US Healthcare ETF worth $996K as of Q2 2026.
  • SOA Wealth Advisors sold 470 iShares US Healthcare ETF shares in Q2 2026, an estimated $29.4K.
  • iShares US Healthcare ETF made up 0.17% of SOA Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • SOA Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares US Healthcare ETF position peaked at $1.45M in Q1 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.