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Stratos Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Stratos Investment 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 		$312K Sell
4,653
-584
-11% -$36.5K 0.01% 315
2026
Q1 		$323K Buy
5,237
+672
+15% +$43.4K 0.01% 293
2025
Q4 		$297K Sell
4,565
-345
-7% -$21.8K 0.01% 293
2025
Q3 		$288K Buy
+4,910
New +$280K 0.01% 299
2024
Q4 		– Sell
-5,371
Closed -$349K – 283
2024
Q3 		$349K Buy
+5,371
New +$343K 0.02% 187

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

Stratos Investment Management's IYH Position: Q2 2026 in Review

Stratos Investment Management reduced its iShares US Healthcare ETF (IYH) stake by 11% in Q2 2026, selling an estimated $36.5K and leaving 4,653 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #315.

Stratos Investment Management first reported a position in IYH in Q3 2024 and has held it in 5 quarters since. The position peaked at $349K in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Stratos Investment Management held 4,653 shares of iShares US Healthcare ETF worth $312K as of Q2 2026.
  • Stratos Investment Management sold 584 iShares US Healthcare ETF shares in Q2 2026, an estimated $36.5K.
  • iShares US Healthcare ETF made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #315 holding.
  • Stratos Investment Management first reported a position in iShares US Healthcare ETF in Q3 2024 and has held it in 5 quarters since.
  • Stratos Investment Management's iShares US Healthcare ETF position peaked at $349K in Q3 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.