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

Valeo 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
Q2 		$207K Buy
+3,086
New +$193K ﹤0.01% 751
2026
Q1 		– Sell
-3,076
Closed -$200K – 833
2025
Q4 		$200K Buy
+3,076
New +$194K ﹤0.01% 762
2025
Q2 		– Sell
-3,387
Closed -$206K – 804
2025
Q1 		$206K Buy
+3,387
New +$207K 0.01% 637
2024
Q4 		– Sell
-3,376
Closed -$219K – 769
2024
Q3 		$219K Buy
3,376
+6
+0.2% +$383 0.01% 628
2024
Q2 		$206K Buy
+3,370
New +$203K 0.01% 602
2021
Q2 		– Sell
-2,095
Closed -$106K – 1173
2021
Q1 		$106K Hold
2,095
– – ﹤0.01% 597
2020
Q4 		$103K Hold
2,095
– – 0.01% 561
2020
Q3 		$95K Hold
2,095
– – 0.01% 484
2020
Q2 		$90K Sell
2,095
-115
-5% -$4.85K 0.01% 534
2020
Q1 		$88K Buy
2,210
+840
+61% +$34.5K 0.01% 456
2019
Q4 		$59K Hold
1,370
– – 0.01% 588
2019
Q3 		$52K Hold
1,370
– – 0.01% 591
2019
Q2 		$53K Sell
1,370
-745
-35% -$28.2K 0.01% 576
2019
Q1 		$82K Hold
2,115
– – 0.01% 447
2018
Q4 		$77K Hold
2,115
– – 0.01% 419
2018
Q3 		$80K Buy
2,115
+110
+5% +$4.24K 0.01% 448
2018
Q2 		$77K Hold
2,005
– – 0.01% 452
2018
Q1 		$69K Hold
2,005
– – 0.01% 436
2017
Q4 		$70K Hold
2,005
– – 0.01% 411
2017
Q3 		$69K Buy
+2,005
New +$67.6K 0.02% 352

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Valeo Financial Advisors's IYH Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 3,086 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in IYH as recently as Q4 2025.

Valeo Financial Advisors first reported a position in IYH in Q3 2017 and has held it in 20 quarters since. The position peaked at $219K in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Valeo Financial Advisors held 3,086 shares of iShares US Healthcare ETF worth $207K as of Q2 2026.
  • iShares US Healthcare ETF was a new Valeo Financial Advisors position in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #751 holding.
  • Valeo Financial Advisors first reported a position in iShares US Healthcare ETF in Q3 2017 and has held it in 20 quarters since.
  • Valeo Financial Advisors's iShares US Healthcare ETF position peaked at $219K in Q3 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.