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Spire Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Spire Wealth 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 		$331K Buy
4,940
+3
+0.1% +$188 0.01% 650
2026
Q1 		$304K Buy
4,937
+2
+0% +$129 0.01% 676
2025
Q4 		$321K Buy
4,935
+7
+0.1% +$442 0.01% 658
2025
Q3 		$289K Sell
4,928
-91
-2% -$5.18K 0.01% 682
2025
Q2 		$283K Sell
5,019
-1,258
-20% -$70.9K 0.01% 668
2025
Q1 		$382K Sell
6,277
-184
-3% -$11.2K 0.01% 649
2024
Q4 		$376K Sell
6,461
-517
-7% -$31.9K 0.01% 647
2024
Q3 		$454K Sell
6,978
-157
-2% -$10K 0.02% 541
2024
Q2 		$437K Sell
7,135
-398
-5% -$23.9K 0.02% 515
2024
Q1 		$466K Sell
7,533
-37
-0.5% -$2.23K 0.01% 536
2023
Q4 		$443K Buy
7,570
+415
+6% +$22.6K 0.01% 542
2023
Q3 		$387K Buy
7,155
+30
+0.4% +$1.68K 0.01% 534
2023
Q2 		$399K Buy
7,125
+60
+0.8% +$3.33K 0.01% 547
2023
Q1 		$386K Buy
7,065
+3,325
+89% +$182K 0.02% 550
2022
Q4 		$212K Buy
3,740
+3,175
+562% +$175K 0.01% 543
2022
Q3 		$29K Sell
565
-6,330
-92% -$342K ﹤0.01% 1167
2022
Q2 		$371K Sell
6,895
-3,195
-32% -$175K 0.02% 566
2022
Q1 		$583K Sell
10,090
-55
-0.5% -$3.07K 0.02% 523
2021
Q4 		$610K Sell
10,145
-445
-4% -$25.4K 0.01% 624
2021
Q3 		$584K Sell
10,590
-745
-7% -$42.6K 0.02% 550
2021
Q2 		$619K Sell
11,335
-100
-0.9% -$5.29K 0.02% 552
2021
Q1 		$350K Buy
+11,435
New +$575K 0.01% 794

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

Spire Wealth Management's IYH Position: Q2 2026 in Review

Spire Wealth Management increased its iShares US Healthcare ETF (IYH) stake by 0.06% in Q2 2026, buying an estimated $188 and bringing the position to 4,940 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #650.

Spire Wealth Management first reported a position in IYH in Q1 2021 and has held it in 22 quarters since. The position peaked at $619K in Q2 2021. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Spire Wealth Management held 4,940 shares of iShares US Healthcare ETF worth $331K as of Q2 2026.
  • Spire Wealth Management bought 3 iShares US Healthcare ETF shares in Q2 2026, an estimated $188.
  • iShares US Healthcare ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #650 holding.
  • Spire Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares US Healthcare ETF position peaked at $619K in Q2 2021.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.