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Stratos Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Stratos Wealth Partners’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 		$769K Buy
11,473
+1,518
+15% +$95K 0.01% 960
2026
Q1 		$614K Sell
9,955
-7
-0.1% -$452 0.01% 983
2025
Q4 		$649K Buy
9,962
+1,985
+25% +$125K 0.01% 932
2025
Q3 		$468K Buy
7,977
+1,243
+18% +$70.8K 0.01% 1043
2025
Q2 		$380K Sell
6,734
-10,502
-61% -$592K 0.01% 1041
2025
Q1 		$1.05M Sell
17,236
-10,346
-38% -$632K 0.02% 641
2024
Q4 		$1.61M Buy
27,582
+1,256
+5% +$77.6K 0.02% 536
2024
Q3 		$1.71M Buy
26,326
+17,713
+206% +$1.13M 0.02% 502
2024
Q2 		$528K Sell
8,613
-217
-2% -$13.1K 0.01% 876
2024
Q1 		$547K Buy
8,830
+820
+10% +$49.3K 0.01% 857
2023
Q4 		$459K Sell
8,010
-920
-10% -$50.1K 0.01% 904
2023
Q3 		$483K Sell
8,930
-350
-4% -$19.6K 0.01% 831
2023
Q2 		$520K Sell
9,280
-2,535
-21% -$141K 0.01% 750
2023
Q1 		$645K Sell
11,815
-1,560
-12% -$85.6K 0.02% 609
2022
Q4 		$759K Buy
13,375
+195
+1% +$10.8K 0.02% 588
2022
Q3 		$667K Sell
13,180
-1,915
-13% -$103K 0.02% 600
2022
Q2 		$812K Buy
15,095
+2,175
+17% +$119K 0.02% 569
2022
Q1 		$747K Buy
12,920
+700
+6% +$39.1K 0.02% 649
2021
Q4 		$734K Buy
12,220
+1,080
+10% +$61.7K 0.02% 672
2021
Q3 		$615K Buy
11,140
+165
+2% +$9.44K 0.02% 684
2021
Q2 		$599K Sell
10,975
-155
-1% -$8.2K 0.01% 715
2021
Q1 		$562K Buy
11,130
+1,925
+21% +$96.8K 0.02% 680
2020
Q4 		$453K Sell
9,205
-6,975
-43% -$329K 0.01% 710
2020
Q3 		$735K Sell
16,180
-30
-0.2% -$1.36K 0.02% 497
2020
Q2 		$699K Sell
16,210
-700
-4% -$29.5K 0.02% 484
2020
Q1 		$635K Sell
16,910
-1,850
-10% -$76.1K 0.03% 447
2019
Q4 		$809K Sell
18,760
-1,395
-7% -$56.3K 0.03% 451
2019
Q3 		$762K Sell
20,155
-150
-0.7% -$5.77K 0.03% 449
2019
Q2 		$793K Sell
20,305
-2,740
-12% -$104K 0.03% 432
2019
Q1 		$893K Sell
23,045
-1,410
-6% -$53.6K 0.04% 390
2018
Q4 		$884K Sell
24,455
-13,160
-35% -$504K 0.05% 358
2018
Q3 		$1.53M Buy
37,615
+9,905
+36% +$382K 0.07% 261
2018
Q2 		$988K Sell
27,710
-130
-0.5% -$4.58K 0.04% 367
2018
Q1 		$961K Sell
27,840
-1,315
-5% -$47.3K 0.04% 379
2017
Q4 		$1.02M Sell
29,155
-4,685
-14% -$163K 0.05% 348
2017
Q3 		$1.16M Buy
33,840
+12,720
+60% +$429K 0.05% 305
2017
Q2 		$702K Sell
21,120
-15,465
-42% -$494K 0.04% 369
2017
Q1 		$1.14M Buy
36,585
+18,535
+103% +$566K 0.06% 262
2016
Q4 		$520K Buy
18,050
+1,365
+8% +$39.6K 0.03% 377
2016
Q3 		$501K Buy
16,685
+1,345
+9% +$41.1K 0.03% 365
2016
Q2 		$455K Buy
15,340
+3,015
+24% +$88.1K 0.03% 353
2016
Q1 		$347K Buy
12,325
+1,325
+12% +$36.7K 0.03% 375
2015
Q4 		$330K Sell
11,000
-470
-4% -$14K 0.03% 401
2015
Q3 		$321K Sell
11,470
-7,420
-39% -$231K 0.04% 358
2015
Q2 		$600K Buy
18,890
+255
+1% +$8.02K 0.08% 228
2015
Q1 		$575K Buy
18,635
+9,075
+95% +$274K 0.07% 260
2014
Q4 		$276K Buy
+9,560
New +$269K 0.05% 371

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 Wealth Partners's IYH Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares US Healthcare ETF (IYH) stake by 15% in Q2 2026, buying an estimated $95K and bringing the position to 11,473 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #960.

Stratos Wealth Partners first reported a position in IYH in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.71M in Q3 2024. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Stratos Wealth Partners held 11,473 shares of iShares US Healthcare ETF worth $769K as of Q2 2026.
  • Stratos Wealth Partners bought 1,518 iShares US Healthcare ETF shares in Q2 2026, an estimated $95K.
  • iShares US Healthcare ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #960 holding.
  • Stratos Wealth Partners first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 47 quarters since.
  • Stratos Wealth Partners's iShares US Healthcare ETF position peaked at $1.71M in Q3 2024.
  • 533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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