Strategic Investment Solutions’s iShares US Healthcare ETF IYH Stock Holding History

Strategic Investment Solutions’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	$54.2K	Buy	809 +2	+0.2%	+$125	0.01%	255
2026 Q1	$49.8K	Buy	807 +2	+0.2%	+$129	0.01%	258
2025 Q4	$52.4K	Buy	805 +3	+0.4%	+$189	0.01%	241
2025 Q3	$47.1K	Buy	802 +3	+0.4%	+$171	0.01%	220
2025 Q2	$45.1K	Buy	799 +2	+0.3%	+$113	0.01%	220
2025 Q1	$48.5K	Buy	797 +640	+408%	+$39.1K	0.01%	200
2024 Q4	$45K	Sell	157 -635	-80%	-$39.2K	0.02%	220
2024 Q3	$51.5K	Buy	792 +3	+0.4%	+$192	0.02%	194
2024 Q2	$49.6K	Buy	+789	New	+$47.5K	0.02%	180
2023 Q4	$45K	Buy	+785	New	+$42.7K	0.01%	492
2023 Q2	–	Sell	-780	Closed	-$42.5K	–	929
2023 Q1	$42.5K	Buy	+780	New	+$42.8K	0.01%	392

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Strategic Investment Solutions's IYH Position: Q2 2026 in Review

Strategic Investment Solutions increased its iShares US Healthcare ETF (IYH) stake by 0.25% in Q2 2026, buying an estimated $125 and bringing the position to 809 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #255.

Strategic Investment Solutions first reported a position in IYH in Q1 2023 and has held it in 11 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Strategic Investment Solutions held 809 shares of iShares US Healthcare ETF worth $54.2K as of Q2 2026.
Strategic Investment Solutions bought 2 iShares US Healthcare ETF shares in Q2 2026, an estimated $125.
iShares US Healthcare ETF made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #255 holding.
Strategic Investment Solutions first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 11 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.