Sunburst Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Sunburst Financial Group’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	$277K	Buy	4,128 +2	+0%	+$125	0.04%	114
2026 Q1	$254K	Buy	4,126 +89	+2%	+$5.75K	0.05%	110
2025 Q4	$263K	Hold	4,037	–	–	0.05%	107
2025 Q3	$237K	Hold	4,037	–	–	0.05%	107
2025 Q2	$228K	Hold	4,037	–	–	0.05%	110
2025 Q1	$246K	Hold	4,037	–	–	0.06%	101
2024 Q4	$235K	Sell	4,037 -13	-0.3%	-$803	0.06%	99
2024 Q3	$263K	Hold	4,050	–	–	0.07%	98
2024 Q2	$248K	Hold	4,050	–	–	0.07%	98
2024 Q1	$249K	Hold	4,050	–	–	0.07%	93
2023 Q4	$232K	Hold	4,050	–	–	0.07%	93
2023 Q3	$219K	Hold	4,050	–	–	0.08%	81
2023 Q2	$227K	Hold	4,050	–	–	0.08%	86
2023 Q1	$221K	Hold	4,050	–	–	0.08%	87
2022 Q4	$230K	Buy	+4,050	New	+$223K	0.09%	83

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

Sunburst Financial Group's IYH Position: Q2 2026 in Review

Sunburst Financial Group increased its iShares US Healthcare ETF (IYH) stake by 0.05% in Q2 2026, buying an estimated $125 and bringing the position to 4,128 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #114.

Sunburst Financial Group first reported a position in IYH in Q4 2022 and has held it in 15 quarters since. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Sunburst Financial Group held 4,128 shares of iShares US Healthcare ETF worth $277K as of Q2 2026.
Sunburst Financial Group bought 2 iShares US Healthcare ETF shares in Q2 2026, an estimated $125.
iShares US Healthcare ETF made up 0.04% of Sunburst Financial Group's portfolio in Q2 2026, its #114 holding.
Sunburst Financial Group first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 15 quarters since.
533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.