VR
IYH icon

Vision Retirement’s iShares US Healthcare ETF IYH Stock Holding History

Vision Retirement’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 		$23.8K Hold
355
– – 0.01% 321
2026
Q1 		$21.9K Sell
355
-273
-43% -$17.6K 0.01% 312
2025
Q4 		$40.9K Buy
+628
New +$39.6K 0.01% 253

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vision Retirement's IYH Position: Q2 2026 in Review

Vision Retirement held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 355 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #321.

Vision Retirement first reported a position in IYH in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.9K in Q4 2025. 502 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Vision Retirement held 355 shares of iShares US Healthcare ETF worth $23.8K as of Q2 2026.
  • Vision Retirement left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #321 holding.
  • Vision Retirement first reported a position in iShares US Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares US Healthcare ETF position peaked at $40.9K in Q4 2025.
  • 502 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.