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Sound Income Strategies’s iShares US Healthcare ETF IYH Stock Holding History

Sound Income Strategies’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 		– Sell
-1,898
Closed -$118K – 1452
2026
Q1 		$118K Hold
1,898
– – 0.01% 546
2025
Q4 		$124K Buy
+1,898
New +$120K 0.01% 529
2024
Q3 		– Sell
-112
Closed -$6.86K – 1456
2024
Q2 		$6.86K Buy
+112
New +$6.74K ﹤0.01% 859

Other funds holding IYH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Sound Income Strategies's IYH Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 1,898 shares — an estimated $118K sold.

Sound Income Strategies first reported a position in IYH in Q2 2024 and held it in 3 quarters. The position peaked at $124K in Q4 2025. 416 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,898 iShares US Healthcare ETF shares in Q2 2026, an estimated $118K.
  • Sound Income Strategies first reported a position in iShares US Healthcare ETF in Q2 2024 and held it in 3 quarters.
  • Sound Income Strategies's iShares US Healthcare ETF position peaked at $124K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.