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Sowell Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Sowell Financial Services’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 		$842K Hold
12,568
– – 0.03% 502
2026
Q1 		$775K Hold
12,568
– – 0.03% 505
2025
Q4 		$818K Hold
12,568
– – 0.03% 488
2025
Q3 		$738K Buy
12,568
+433
+4% +$24.7K 0.03% 516
2025
Q2 		$685K Sell
12,135
-515
-4% -$29K 0.03% 522
2025
Q1 		$770K Sell
12,650
-40
-0.3% -$2.44K 0.04% 467
2024
Q4 		$739K Sell
12,690
-4,042
-24% -$250K 0.04% 360
2024
Q3 		$1.09M Buy
16,732
+3
+0% +$192 0.05% 329
2024
Q2 		$1.02M Sell
16,729
-149
-0.9% -$8.96K 0.05% 327
2024
Q1 		$1.04M Buy
+16,878
New +$1.02M 0.05% 337
2023
Q2 		– Sell
-16,160
Closed -$882K – 689
2023
Q1 		$882K Buy
+16,160
New +$887K 0.07% 317
2021
Q2 		– Sell
-24,115
Closed -$1.28M – 1644
2021
Q1 		$1.28M Buy
24,115
+9,040
+60% +$454K 0.04% 347
2020
Q4 		$742K Buy
15,075
+5
+0% +$236 0.03% 407
2020
Q3 		$685K Sell
15,070
-132,745
-90% -$6.01M 0.03% 386
2020
Q2 		$6.38M Buy
147,815
+128,555
+667% +$5.43M 0.35% 65
2020
Q1 		$723K Sell
19,260
-3,475
-15% -$143K 0.05% 307
2019
Q4 		$981K Buy
22,735
+6,765
+42% +$273K 0.07% 267
2019
Q3 		$604K Buy
+15,970
New +$615K 0.05% 357
2019
Q1 		$601K Sell
15,515
-16,685
-52% -$634K 0.07% 284
2018
Q4 		$1.17M Buy
+32,200
New +$1.23M 0.17% 140
2018
Q3 		– Sell
-16,155
Closed -$618K – 422
2018
Q2 		$618K Buy
16,155
+1,965
+14% +$69.3K 0.13% 148
2018
Q1 		$487K Hold
14,190
– – 0.12% 153
2017
Q4 		$525K Buy
14,190
+7,175
+102% +$249K 0.13% 153
2017
Q3 		$240K Sell
7,015
-205
-3% -$6.91K 0.06% 218
2017
Q2 		$240K Sell
7,220
-6,935
-49% -$222K 0.07% 212
2017
Q1 		$448K Sell
14,155
-1,790
-11% -$54.6K 0.13% 149
2016
Q4 		$492K Buy
+15,945
New +$462K 0.16% 118

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

Sowell Financial Services's IYH Position: Q2 2026 in Review

Sowell Financial Services held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 12,568 shares worth $842K. The position accounts for 0.03% of the portfolio, ranked #502.

Sowell Financial Services first reported a position in IYH in Q4 2016 and has held it in 27 quarters since. The position peaked at $6.38M in Q2 2020. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Sowell Financial Services held 12,568 shares of iShares US Healthcare ETF worth $842K as of Q2 2026.
  • Sowell Financial Services left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #502 holding.
  • Sowell Financial Services first reported a position in iShares US Healthcare ETF in Q4 2016 and has held it in 27 quarters since.
  • Sowell Financial Services's iShares US Healthcare ETF position peaked at $6.38M in Q2 2020.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.