TS Financial Group (TSFG)’s iShares US Healthcare ETF IYH Stock Holding History

TS Financial Group (TSFG)’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	$34K	Hold	500	–	–	﹤0.01%	431
2026 Q1	$31K	Hold	500	–	–	﹤0.01%	410
2025 Q4	$33K	Hold	500	–	–	﹤0.01%	404
2025 Q3	$29K	Hold	500	–	–	﹤0.01%	418
2025 Q2	$28K	Hold	500	–	–	0.01%	421
2025 Q1	$30K	Sell	500 -850	-63%	-$51.9K	0.01%	390
2024 Q4	$79K	Hold	1,350	–	–	0.02%	240
2024 Q3	$88K	Hold	1,350	–	–	0.02%	230
2024 Q2	$83K	Hold	1,350	–	–	0.02%	214
2024 Q1	$84K	Sell	1,350 -50	-4%	-$3.01K	0.02%	211
2023 Q4	$80K	Hold	1,400	–	–	0.03%	229
2023 Q3	$76K	Hold	1,400	–	–	0.03%	236
2023 Q2	$79K	Hold	1,400	–	–	0.03%	218
2023 Q1	$76K	Buy	1,400 +500	+56%	+$27.4K	0.03%	224
2022 Q4	$51K	Hold	900	–	–	0.02%	282
2022 Q3	$46K	Hold	900	–	–	0.02%	281
2022 Q2	$48K	Buy	900 +50	+6%	+$2.75K	0.02%	282
2022 Q1	$49K	Hold	850	–	–	0.02%	301
2021 Q4	$51K	Hold	850	–	–	0.02%	308
2021 Q3	$47K	Hold	850	–	–	0.02%	330
2021 Q2	$46K	Hold	850	–	–	0.02%	325
2021 Q1	$43K	Hold	850	–	–	0.02%	282
2020 Q4	$42K	Buy	+850	New	+$40.1K	0.02%	275

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

TS Financial Group (TSFG)'s IYH Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 500 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

TS Financial Group (TSFG) first reported a position in IYH in Q4 2020 and has held it in 23 quarters since. The position peaked at $88K in Q3 2024. 531 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

TS Financial Group (TSFG) held 500 shares of iShares US Healthcare ETF worth $34K as of Q2 2026.
TS Financial Group (TSFG) left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #431 holding.
TS Financial Group (TSFG) first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 23 quarters since.
TS Financial Group (TSFG)'s iShares US Healthcare ETF position peaked at $88K in Q3 2024.
531 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.