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Sowa Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Sowa Financial Group’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 		$3.69M Sell
55,039
-2,383
-4% -$149K 1.72% 10
2026
Q1 		$3.54M Sell
57,422
-769
-1% -$49.7K 1.75% 10
2025
Q4 		$3.79M Sell
58,191
-10,285
-15% -$649K 1.97% 9
2025
Q3 		$4.02M Sell
68,476
-1,727
-2% -$98.4K 2.26% 9
2025
Q2 		$3.96M Sell
70,203
-5,292
-7% -$298K 2.48% 9
2025
Q1 		$4.6M Sell
75,495
-4,247
-5% -$260K 3.02% 8
2024
Q4 		$4.65M Sell
79,742
-18,375
-19% -$1.14M 2.91% 9
2024
Q3 		$6.38M Sell
98,117
-10,790
-10% -$689K 4.03% 8
2024
Q2 		$6.67M Buy
108,907
+78,193
+255% +$4.7M 5.05% 6
2024
Q1 		$8.79M Sell
30,714
-122,856
-80% -$7.39M 7.17% 4
2023
Q4 		$8.79M Sell
153,570
-18,450
-11% -$1M 7.17% 4
2023
Q3 		$9.29M Sell
172,020
-1,985
-1% -$111K 6.98% 4
2023
Q2 		$9.75M Sell
174,005
-6,735
-4% -$374K 6.69% 4
2023
Q1 		$9.87M Buy
180,740
+2,650
+1% +$145K 7.07% 4
2022
Q4 		$10.1M Buy
178,090
+5,920
+3% +$327K 7.55% 4
2022
Q3 		$8.71M Buy
172,170
+5,020
+3% +$271K 6.88% 5
2022
Q2 		$8.99M Buy
167,150
+985
+0.6% +$54.1K 6.85% 5
2022
Q1 		$9.6M Buy
166,165
+1,150
+0.7% +$64.2K 5.75% 5
2021
Q4 		$9.91M Buy
165,015
+3,050
+2% +$174K 5.8% 5
2021
Q3 		$8.94M Buy
161,965
+4,145
+3% +$237K 5.8% 5
2021
Q2 		$8.61M Buy
157,820
+1,845
+1% +$97.6K 6.38% 4
2021
Q1 		$7.88M Buy
155,975
+4,035
+3% +$203K 5.55% 5
2020
Q4 		$7.47M Buy
151,940
+3,365
+2% +$159K 5.03% 5
2020
Q3 		$6.75M Buy
148,575
+2,630
+2% +$119K 4.84% 5
2020
Q2 		$6.29M Buy
145,945
+1,750
+1% +$73.9K 4.76% 5
2020
Q1 		$5.42M Sell
144,195
-5,100
-3% -$210K 4.76% 5
2019
Q4 		$6.44M Buy
+149,295
New +$6.03M 5.24% 5

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

Sowa Financial Group's IYH Position: Q2 2026 in Review

Sowa Financial Group reduced its iShares US Healthcare ETF (IYH) stake by 4.1% in Q2 2026, selling an estimated $149K and leaving 55,039 shares worth $3.69M. The position accounts for 1.72% of the portfolio, ranked #10.

Sowa Financial Group first reported a position in IYH in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.1M in Q4 2022. 525 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Sowa Financial Group held 55,039 shares of iShares US Healthcare ETF worth $3.69M as of Q2 2026.
  • Sowa Financial Group sold 2,383 iShares US Healthcare ETF shares in Q2 2026, an estimated $149K.
  • iShares US Healthcare ETF made up 1.72% of Sowa Financial Group's portfolio in Q2 2026, its #10 holding.
  • Sowa Financial Group first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 27 quarters since.
  • Sowa Financial Group's iShares US Healthcare ETF position peaked at $10.1M in Q4 2022.
  • 525 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.