Valmark Advisers’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.52M | Sell |
22,724
-149
| -0.7% | -$9.32K | 0.02% | 303 |
|
|
2026
Q1 | $1.41M | Sell |
22,873
-1,250
| -5% | -$80.8K | 0.02% | 291 |
|
|
2025
Q4 | $1.57M | Sell |
24,123
-2,412
| -9% | -$152K | 0.02% | 279 |
|
|
2025
Q3 | $1.56M | Buy |
26,535
+308
| +1% | +$17.5K | 0.02% | 271 |
|
|
2025
Q2 | $1.48M | Buy |
26,227
+1,042
| +4% | +$58.8K | 0.02% | 273 |
|
|
2025
Q1 | $1.53M | Buy |
25,185
+1,188
| +5% | +$72.6K | 0.02% | 244 |
|
|
2024
Q4 | $1.4M | Buy |
23,997
+1,174
| +5% | +$72.5K | 0.02% | 261 |
|
|
2024
Q3 | $1.48M | Buy |
22,823
+1,166
| +5% | +$74.5K | 0.02% | 241 |
|
|
2024
Q2 | $1.33M | Sell |
21,657
-3,070
| -12% | -$185K | 0.02% | 238 |
|
|
2024
Q1 | $1.53M | Buy |
24,727
+682
| +3% | +$41K | 0.03% | 210 |
|
|
2023
Q4 | $1.38M | Sell |
24,045
-335
| -1% | -$18.2K | 0.03% | 203 |
|
|
2023
Q3 | $1.32M | Buy |
24,380
+50
| +0.2% | +$2.79K | 0.03% | 190 |
|
|
2023
Q2 | $1.36M | Buy |
24,330
+275
| +1% | +$15.3K | 0.03% | 191 |
|
|
2023
Q1 | $1.31M | Buy |
24,055
+45
| +0.2% | +$2.47K | 0.03% | 192 |
|
|
2022
Q4 | $1.36M | Buy |
24,010
+1,965
| +9% | +$108K | 0.03% | 178 |
|
|
2022
Q3 | $1.11M | Sell |
22,045
-935
| -4% | -$50.5K | 0.02% | 174 |
|
|
2022
Q2 | $1.24M | Buy |
22,980
+2,095
| +10% | +$115K | 0.02% | 170 |
|
|
2022
Q1 | $1.21M | Sell |
20,885
-215
| -1% | -$12K | 0.02% | 183 |
|
|
2021
Q4 | $1.27M | Sell |
21,100
-745
| -3% | -$42.6K | 0.02% | 171 |
|
|
2021
Q3 | $1.21M | Sell |
21,845
-660
| -3% | -$37.7K | 0.02% | 164 |
|
|
2021
Q2 | $1.23M | Buy |
22,505
+680
| +3% | +$36K | 0.02% | 164 |
|
|
2021
Q1 | $1.1M | Sell |
21,825
-135
| -0.6% | -$6.79K | 0.02% | 171 |
|
|
2020
Q4 | $1.08M | Sell |
21,960
-500
| -2% | -$23.6K | 0.02% | 161 |
|
|
2020
Q3 | $1.02M | Buy |
22,460
+255
| +1% | +$11.5K | 0.02% | 130 |
|
|
2020
Q2 | $958K | Buy |
22,205
+215
| +1% | +$9.07K | 0.02% | 121 |
|
|
2020
Q1 | $826K | Sell |
21,990
-1,135
| -5% | -$46.7K | 0.02% | 112 |
|
|
2019
Q4 | $998K | Sell |
23,125
-1,745
| -7% | -$70.5K | 0.02% | 100 |
|
|
2019
Q3 | $940K | Sell |
24,870
-465
| -2% | -$17.9K | 0.02% | 104 |
|
|
2019
Q2 | $989K | Sell |
25,335
-2,100
| -8% | -$79.5K | 0.02% | 98 |
|
|
2019
Q1 | $1.06M | Sell |
27,435
-10
| -0% | -$380 | 0.02% | 92 |
|
|
2018
Q4 | $992K | Sell |
27,445
-2,185
| -7% | -$83.7K | 0.02% | 87 |
|
|
2018
Q3 | $1.2M | Sell |
29,630
-1,765
| -6% | -$68.1K | 0.03% | 71 |
|
|
2018
Q2 | $1.12M | Sell |
31,395
-2,050
| -6% | -$72.3K | 0.02% | 75 |
|
|
2018
Q1 | $1.16M | Sell |
33,445
-2,960
| -8% | -$107K | 0.03% | 71 |
|
|
2017
Q4 | $1.27M | Buy |
+36,405
| New | +$1.26M | 0.03% | 68 |
|
Other funds holding IYH
PCH
OC
Valmark Advisers's IYH Position: Q2 2026 in Review
Valmark Advisers reduced its iShares US Healthcare ETF (IYH) stake by 0.65% in Q2 2026, selling an estimated $9.32K and leaving 22,724 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #303.
Valmark Advisers first reported a position in IYH in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.57M in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.
- Valmark Advisers held 22,724 shares of iShares US Healthcare ETF worth $1.52M as of Q2 2026.
- Valmark Advisers sold 149 iShares US Healthcare ETF shares in Q2 2026, an estimated $9.32K.
- iShares US Healthcare ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #303 holding.
- Valmark Advisers first reported a position in iShares US Healthcare ETF in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's iShares US Healthcare ETF position peaked at $1.57M in Q4 2025.
- 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.