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Steward Partners Investment Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Steward Partners Investment Advisory’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 		$8.5M Buy
126,850
+15,517
+14% +$971K 0.04% 393
2026
Q1 		$6.86M Sell
111,333
-13,807
-11% -$892K 0.04% 422
2025
Q4 		$8.15M Buy
125,140
+2,621
+2% +$165K 0.04% 346
2025
Q3 		$7.19M Buy
122,519
+4,786
+4% +$273K 0.04% 374
2025
Q2 		$6.65M Buy
117,733
+39,800
+51% +$2.24M 0.05% 354
2025
Q1 		$4.75M Sell
77,933
-844
-1% -$51.6K 0.04% 414
2024
Q4 		$4.59M Sell
78,777
-2,151
-3% -$133K 0.04% 398
2024
Q3 		$5.26M Sell
80,928
-597
-0.7% -$38.1K 0.05% 350
2024
Q2 		$5M Buy
81,525
+150
+0.2% +$9.02K 0.05% 335
2024
Q1 		$5.04M Sell
81,375
-5,565
-6% -$335K 0.06% 332
2023
Q4 		$4.98M Sell
86,940
-27,585
-24% -$1.5M 0.07% 288
2023
Q3 		$6.19M Sell
114,525
-3,030
-3% -$169K 0.1% 222
2023
Q2 		$6.59M Sell
117,555
-7,555
-6% -$420K 0.1% 215
2023
Q1 		$6.83M Sell
125,110
-20,295
-14% -$1.11M 0.11% 202
2022
Q4 		$8.25M Buy
145,405
+16,385
+13% +$904K 0.14% 173
2022
Q3 		$6.53M Buy
129,020
+38,125
+42% +$2.06M 0.12% 186
2022
Q2 		$4.89M Buy
90,895
+2,525
+3% +$139K 0.09% 244
2022
Q1 		$5.1M Sell
88,370
-71,510
-45% -$3.99M 0.08% 259
2021
Q4 		$9.61M Buy
159,880
+8,155
+5% +$466K 0.15% 157
2021
Q3 		$8.37M Buy
151,725
+5,185
+4% +$297K 0.14% 160
2021
Q2 		$8M Sell
146,540
-12,330
-8% -$653K 0.14% 166
2021
Q1 		$8.02M Buy
158,870
+87,545
+123% +$4.4M 0.14% 162
2020
Q4 		$3.51M Buy
71,325
+1,695
+2% +$80K 0.08% 259
2020
Q3 		$3.16M Buy
69,630
+6,805
+11% +$308K 0.08% 244
2020
Q2 		$2.71M Buy
62,825
+7,000
+13% +$295K 0.08% 246
2020
Q1 		$2.1M Sell
55,825
-2,430
-4% -$99.9K 0.08% 252
2019
Q4 		$2.51M Buy
58,255
+6,720
+13% +$271K 0.07% 264
2019
Q3 		$1.95M Buy
51,535
+555
+1% +$21.4K 0.07% 277
2019
Q2 		$1.99M Buy
50,980
+25,365
+99% +$960K 0.07% 259
2019
Q1 		$992K Buy
25,615
+620
+2% +$23.6K 0.04% 359
2018
Q4 		$903K Buy
24,995
+3,715
+17% +$142K 0.04% 352
2018
Q3 		$864K Buy
21,280
+9,920
+87% +$383K 0.04% 381
2018
Q2 		$405K Buy
11,360
+5,630
+98% +$198K 0.02% 505
2018
Q1 		$197K Buy
5,730
+445
+8% +$16K 0.01% 623
2017
Q4 		$184K Buy
5,285
+2,085
+65% +$72.4K 0.01% 530
2017
Q3 		$110K Buy
3,200
+5
+0.2% +$169 0.01% 526
2017
Q2 		$106K Hold
3,195
– – 0.01% 489
2017
Q1 		$99K Buy
+3,195
New +$97.5K 0.02% 434

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

Steward Partners Investment Advisory's IYH Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares US Healthcare ETF (IYH) stake by 14% in Q2 2026, buying an estimated $971K and bringing the position to 126,850 shares worth $8.5M. The position accounts for 0.04% of the portfolio, ranked #393.

Steward Partners Investment Advisory first reported a position in IYH in Q1 2017 and has held it in 38 quarters since. The position peaked at $9.61M in Q4 2021. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Steward Partners Investment Advisory held 126,850 shares of iShares US Healthcare ETF worth $8.5M as of Q2 2026.
  • Steward Partners Investment Advisory bought 15,517 iShares US Healthcare ETF shares in Q2 2026, an estimated $971K.
  • iShares US Healthcare ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #393 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Healthcare ETF in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's iShares US Healthcare ETF position peaked at $9.61M in Q4 2021.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.