TritonPoint Wealth’s iShares US Healthcare ETF IYH Stock Holding History

TritonPoint Wealth’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	$913K	Hold	13,625	–	–	0.09%	132
2026 Q1	$840K	Sell	13,625 -463	-3%	-$29.9K	0.09%	131
2025 Q4	$917K	Buy	14,088 +43	+0.3%	+$2.71K	0.09%	129
2025 Q3	$825K	Buy	14,045 +310	+2%	+$17.7K	0.07%	171
2025 Q2	$776K	Sell	13,735 -128	-0.9%	-$7.22K	0.07%	176
2025 Q1	$844K	Sell	13,863 -724	-5%	-$44.2K	0.08%	171
2024 Q4	$850K	Sell	14,587 -155	-1%	-$9.58K	0.08%	166
2024 Q3	$952K	Buy	14,742 +87	+0.6%	+$5.56K	0.09%	154
2024 Q2	$898K	Sell	14,655 -530	-3%	-$31.9K	0.09%	153
2024 Q1	$896K	Sell	15,185 -2,360	-13%	-$142K	0.09%	152
2023 Q4	$1M	Buy	+17,545	New	+$955K	0.1%	152

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

TritonPoint Wealth's IYH Position: Q2 2026 in Review

TritonPoint Wealth held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 13,625 shares worth $913K. The position accounts for 0.09% of the portfolio, ranked #132.

TritonPoint Wealth first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1M in Q4 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

TritonPoint Wealth held 13,625 shares of iShares US Healthcare ETF worth $913K as of Q2 2026.
TritonPoint Wealth left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.09% of TritonPoint Wealth's portfolio in Q2 2026, its #132 holding.
TritonPoint Wealth first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's iShares US Healthcare ETF position peaked at $1M in Q4 2023.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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