Tidemark’s iShares US Healthcare ETF IYH Stock Holding History

Tidemark’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	$47.2K	Hold	705	–	–	0.01%	316
2026 Q1	$43.5K	Hold	705	–	–	0.01%	284
2025 Q4	$45.9K	Hold	705	–	–	0.01%	255
2025 Q3	$41.4K	Hold	705	–	–	0.01%	274
2025 Q2	$39.8K	Hold	705	–	–	0.01%	270
2025 Q1	$42.9K	Hold	705	–	–	0.02%	264
2024 Q4	$41.1K	Hold	705	–	–	0.02%	267
2024 Q3	$45.8K	Hold	705	–	–	0.02%	247
2024 Q2	$43.2K	Sell	705 -1,002	-59%	-$60.3K	0.02%	235
2024 Q1	$106K	Buy	1,707 +1,002	+142%	+$60.3K	0.06%	167
2023 Q4	$40.4K	Buy	+705	New	+$38.4K	0.03%	252

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

Tidemark's IYH Position: Q2 2026 in Review

Tidemark held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 705 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #316.

Tidemark first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $106K in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Tidemark held 705 shares of iShares US Healthcare ETF worth $47.2K as of Q2 2026.
Tidemark left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #316 holding.
Tidemark first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's iShares US Healthcare ETF position peaked at $106K in Q1 2024.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.