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Sovran Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Sovran 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 		$1.07M Buy
15,279
+103
+0.7% +$6.44K 0.08% 253
2026
Q1 		$930K Buy
15,176
+484
+3% +$31.3K 0.07% 256
2025
Q4 		$969K Buy
14,692
+176
+1% +$11.1K 0.08% 237
2025
Q3 		$883K Buy
+14,516
New +$827K 0.08% 232
2025
Q1 		– Sell
-6,361
Closed -$377K – 470
2024
Q4 		$377K Buy
+6,361
New +$393K 0.05% 304

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

Sovran Advisors's IYH Position: Q2 2026 in Review

Sovran Advisors increased its iShares US Healthcare ETF (IYH) stake by 0.68% in Q2 2026, buying an estimated $6.44K and bringing the position to 15,279 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #253.

Sovran Advisors first reported a position in IYH in Q4 2024 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Sovran Advisors held 15,279 shares of iShares US Healthcare ETF worth $1.07M as of Q2 2026.
  • Sovran Advisors bought 103 iShares US Healthcare ETF shares in Q2 2026, an estimated $6.44K.
  • iShares US Healthcare ETF made up 0.08% of Sovran Advisors's portfolio in Q2 2026, its #253 holding.
  • Sovran Advisors first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.