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SP Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

SP Asset Management’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 		$6.86M Sell
102,390
-11
-0% -$688 0.55% 37
2026
Q1 		$6.31M Sell
102,401
-243
-0.2% -$15.7K 0.56% 34
2025
Q4 		$6.68M Sell
102,644
-303
-0.3% -$19.1K 0.53% 35
2025
Q3 		$6.05M Buy
102,947
+102
+0.1% +$5.81K 0.48% 37
2025
Q2 		$5.81M Buy
102,845
+92
+0.1% +$5.19K 0.48% 40
2025
Q1 		$6.26M Buy
102,753
+81
+0.1% +$4.95K 0.55% 40
2024
Q4 		$5.98M Buy
102,672
+105
+0.1% +$6.49K 0.5% 42
2024
Q3 		$6.67M Buy
102,567
+110
+0.1% +$7.03K 0.55% 40
2024
Q2 		$6.28M Buy
102,457
+144
+0.1% +$8.66K 0.57% 38
2024
Q1 		$6.33M Buy
102,313
+73
+0.1% +$4.39K 0.59% 39
2023
Q4 		$5.85M Buy
102,240
+225
+0.2% +$12.2K 0.6% 39
2023
Q3 		$5.51M Hold
102,015
– – 0.62% 38
2023
Q2 		$5.72M Buy
102,015
+60
+0.1% +$3.33K 0.64% 41
2023
Q1 		$5.57M Sell
101,955
-6,845
-6% -$376K 0.68% 40
2022
Q4 		$6.17M Sell
108,800
-1,440
-1% -$79.5K 0.83% 35
2022
Q3 		$5.58M Buy
110,240
+75
+0.1% +$4.05K 0.76% 36
2022
Q2 		$5.92M Buy
110,165
+70
+0.1% +$3.84K 0.76% 35
2022
Q1 		$6.36M Buy
110,095
+70
+0.1% +$3.91K 0.68% 38
2021
Q4 		$6.12M Buy
110,025
+150
+0.1% +$8.57K 0.61% 42
2021
Q3 		$6.24M Buy
109,875
+90
+0.1% +$5.15K 0.65% 41
2021
Q2 		$6.23M Buy
109,785
+55
+0.1% +$2.91K 0.68% 37
2021
Q1 		$5.81M Sell
109,730
-2,255
-2% -$113K 0.72% 37
2020
Q4 		$5.69M Buy
111,985
+100
+0.1% +$4.72K 0.78% 34
2020
Q3 		$5.31M Buy
111,885
+130
+0.1% +$5.88K 0.82% 31
2020
Q2 		$4.82M Buy
111,755
+150
+0.1% +$6.33K 1.01% 25
2020
Q1 		$4.19M Sell
111,605
-21,655
-16% -$891K 1.14% 24
2019
Q4 		$5.75M Buy
133,260
+19,495
+17% +$787K 1.32% 19
2019
Q3 		$4.3M Buy
113,765
+65
+0.1% +$2.5K 1.11% 24
2019
Q2 		$4.44M Buy
113,700
+90
+0.1% +$3.41K 1.13% 21
2019
Q1 		$4.4M Buy
113,610
+1,325
+1% +$50.3K 1.2% 23
2018
Q4 		$4.06M Sell
112,285
-125
-0.1% -$4.79K 1.24% 21
2018
Q3 		$4.46M Buy
112,410
+130
+0.1% +$5.01K 1.27% 21
2018
Q2 		$4.32M Buy
+112,280
New +$3.96M 1.18% 20

Other funds holding IYH

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

SP Asset Management's IYH Position: Q2 2026 in Review

SP Asset Management reduced its iShares US Healthcare ETF (IYH) stake by 0.01% in Q2 2026, selling an estimated $688 and leaving 102,390 shares worth $6.86M. The position accounts for 0.55% of the portfolio, ranked #37.

SP Asset Management first reported a position in IYH in Q2 2018 and has held it in 33 quarters since. 266 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • SP Asset Management held 102,390 shares of iShares US Healthcare ETF worth $6.86M as of Q2 2026.
  • SP Asset Management sold 11 iShares US Healthcare ETF shares in Q2 2026, an estimated $688.
  • iShares US Healthcare ETF made up 0.55% of SP Asset Management's portfolio in Q2 2026, its #37 holding.
  • SP Asset Management first reported a position in iShares US Healthcare ETF in Q2 2018 and has held it in 33 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.