Symphony Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Symphony Financial Services’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	$614K	Sell	9,170 -325	-3%	-$20.3K	0.28%	49
2026 Q1	$585K	Buy	9,495 +10	+0.1%	+$646	0.3%	50
2025 Q4	$617K	Buy	9,485 +75	+0.8%	+$4.73K	0.32%	46
2025 Q3	$553K	Sell	9,410 -4	-0%	-$228	0.3%	46
2025 Q2	$532K	Hold	9,414	–	–	0.32%	44
2025 Q1	$573K	Buy	9,414 +150	+2%	+$9.17K	0.37%	36
2024 Q4	$540K	Buy	9,264 +50	+0.5%	+$3.09K	0.43%	40
2024 Q3	$599K	Sell	9,214 -160	-2%	-$10.2K	0.51%	37
2024 Q2	$569K	Buy	+9,374	New	+$564K	0.49%	40

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

Symphony Financial Services's IYH Position: Q2 2026 in Review

Symphony Financial Services reduced its iShares US Healthcare ETF (IYH) stake by 3.4% in Q2 2026, selling an estimated $20.3K and leaving 9,170 shares worth $614K. The position accounts for 0.28% of the portfolio, ranked #49.

Symphony Financial Services first reported a position in IYH in Q2 2024 and has held it in 9 quarters since. The position peaked at $617K in Q4 2025. 532 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Symphony Financial Services held 9,170 shares of iShares US Healthcare ETF worth $614K as of Q2 2026.
Symphony Financial Services sold 325 iShares US Healthcare ETF shares in Q2 2026, an estimated $20.3K.
iShares US Healthcare ETF made up 0.28% of Symphony Financial Services's portfolio in Q2 2026, its #49 holding.
Symphony Financial Services first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's iShares US Healthcare ETF position peaked at $617K in Q4 2025.
532 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.