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United Capital Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

United Capital Financial Advisors’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
Q1 		$7.21M Sell
117,020
-2,290
-2% -$148K 0.04% 293
2025
Q4 		$7.77M Buy
119,310
+6,575
+6% +$415K 0.05% 283
2025
Q3 		$6.62M Sell
112,735
-398
-0.4% -$22.7K 0.05% 260
2025
Q2 		$6.39M Sell
113,133
-37
-0% -$2.09K 0.05% 250
2025
Q1 		$6.89M Buy
113,170
+1,156
+1% +$70.6K 0.06% 229
2024
Q4 		$6.53M Sell
112,014
-1,601
-1% -$98.9K 0.06% 226
2024
Q3 		$7.38M Sell
113,615
-1,818
-2% -$116K 0.06% 214
2024
Q2 		$7.07M Sell
115,433
-2,654
-2% -$160K 0.06% 215
2024
Q1 		$7.31M Sell
118,087
-6,053
-5% -$364K 0.06% 216
2023
Q4 		$7.11M Sell
124,140
-88,075
-42% -$4.79M 0.06% 235
2023
Q3 		$11.5M Buy
212,215
+2,110
+1% +$118K 0.08% 214
2023
Q2 		$11.8M Sell
210,105
-1,195
-0.6% -$66.4K 0.06% 221
2023
Q1 		$11.5M Sell
211,300
-10,200
-5% -$560K 0.06% 217
2022
Q4 		$12.6M Sell
221,500
-3,285
-1% -$181K 0.07% 221
2022
Q3 		$11.4M Buy
224,785
+12,635
+6% +$683K 0.07% 223
2022
Q2 		$11.4M Sell
212,150
-1,530
-0.7% -$84K 0.06% 243
2022
Q1 		$12.3M Buy
213,680
+6,730
+3% +$376K 0.06% 249
2021
Q4 		$12.4M Buy
206,950
+5,425
+3% +$310K 0.06% 259
2021
Q3 		$11.1M Sell
201,525
-455
-0.2% -$26K 0.06% 262
2021
Q2 		$11M Sell
201,980
-5,405
-3% -$286K 0.06% 257
2021
Q1 		$10.5M Buy
207,385
+6,520
+3% +$328K 0.06% 253
2020
Q4 		$9.88M Buy
200,865
+17,330
+9% +$818K 0.06% 256
2020
Q3 		$8.34M Sell
183,535
-370
-0.2% -$16.7K 0.05% 272
2020
Q2 		$7.93M Buy
183,905
+16,350
+10% +$690K 0.06% 286
2020
Q1 		$6.29M Sell
167,555
-13,525
-7% -$556K 0.05% 304
2019
Q4 		$7.79M Buy
181,080
+8,975
+5% +$362K 0.05% 340
2019
Q3 		$6.51M Sell
172,105
-9,910
-5% -$381K 0.05% 355
2019
Q2 		$7.11M Buy
182,015
+72,270
+66% +$2.74M 0.05% 353
2019
Q1 		$4.25M Sell
109,745
-3,110
-3% -$118K 0.03% 447
2018
Q4 		$4.08M Sell
112,855
-208,220
-65% -$7.98M 0.03% 413
2018
Q3 		$13M Sell
321,075
-150,550
-32% -$5.81M 0.09% 244
2018
Q2 		$16.8M Sell
471,625
-122,755
-21% -$4.33M 0.13% 180
2018
Q1 		$20.5M Buy
594,380
+116,610
+24% +$4.2M 0.16% 151
2017
Q4 		$16.8M Sell
477,770
-18,670
-4% -$648K 0.13% 182
2017
Q3 		$17.1M Sell
496,440
-104,945
-17% -$3.54M 0.14% 163
2017
Q2 		$20M Buy
601,385
+121,000
+25% +$3.87M 0.18% 125
2017
Q1 		$15M Buy
480,385
+54,790
+13% +$1.67M 0.14% 168
2016
Q4 		$12.3M Sell
425,595
-1,020,900
-71% -$29.6M 0.12% 203
2016
Q3 		$43.5M Buy
1,446,495
+409,515
+39% +$12.5M 0.42% 42
2016
Q2 		$30.7M Buy
1,036,980
+869,040
+517% +$25.4M 0.31% 62
2016
Q1 		$4.72M Buy
167,940
+15,755
+10% +$436K 0.05% 344
2015
Q4 		$4.57M Buy
152,185
+39,960
+36% +$1.19M 0.05% 353
2015
Q3 		$3.14M Sell
112,225
-732,670
-87% -$22.8M 0.04% 426
2015
Q2 		$26.8M Sell
844,895
-29,080
-3% -$915K 0.31% 75
2015
Q1 		$26.5M Sell
873,975
-60,325
-6% -$1.82M 0.32% 78
2014
Q4 		$26.9M Sell
934,300
-59,290
-6% -$1.67M 0.4% 62
2014
Q3 		$26.7M Sell
993,590
-467,045
-32% -$12.3M 0.46% 46
2014
Q2 		$37.5M Sell
1,460,635
-2,012,020
-58% -$49.7M 0.69% 28
2014
Q1 		$85.4M Buy
3,472,655
+1,008,335
+41% +$24.5M 1.82% 8
2013
Q4 		$57.4M Buy
2,464,320
+11,300
+0.5% +$254K 1.95% 7
2013
Q3 		$52.5M Buy
+2,453,020
New +$52M 1.67% 14

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's IYH Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares US Healthcare ETF (IYH) stake by 1.9% in Q1 2026, selling an estimated $148K and leaving 117,020 shares worth $7.21M. The position accounts for 0.04% of the portfolio, ranked #293.

United Capital Financial Advisors first reported a position in IYH in Q3 2013 and has held it in 51 quarters since. The position peaked at $85.4M in Q1 2014. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • United Capital Financial Advisors held 117,020 shares of iShares US Healthcare ETF worth $7.21M as of Q1 2026.
  • United Capital Financial Advisors sold 2,290 iShares US Healthcare ETF shares in Q1 2026, an estimated $148K.
  • iShares US Healthcare ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #293 holding.
  • United Capital Financial Advisors first reported a position in iShares US Healthcare ETF in Q3 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's iShares US Healthcare ETF position peaked at $85.4M in Q1 2014.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.