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Steigerwald Gordon & Koch’s iShares US Healthcare ETF IYH Stock Holding History

Steigerwald Gordon & Koch’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 		$25.8K Hold
385
– – ﹤0.01% 401
2026
Q1 		$23.7K Hold
385
– – ﹤0.01% 395
2025
Q4 		$25.1K Hold
385
– – ﹤0.01% 420
2025
Q3 		$22.6K Buy
+385
New +$21.9K ﹤0.01% 412

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

Steigerwald Gordon & Koch's IYH Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 385 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Steigerwald Gordon & Koch first reported a position in IYH in Q3 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Steigerwald Gordon & Koch held 385 shares of iShares US Healthcare ETF worth $25.8K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #401 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares US Healthcare ETF in Q3 2025 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.