Waverly Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Waverly 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	$339K	Buy	+5,061	New	+$317K	﹤0.01%	1346
2025 Q3	–	Sell	-3,612	Closed	-$204K	–	1303
2025 Q2	$204K	Sell	3,612 -43	-1%	-$2.42K	﹤0.01%	1116
2025 Q1	$223K	Buy	+3,655	New	+$223K	﹤0.01%	1026
2024 Q3	–	Sell	-5,173	Closed	-$317K	–	818
2024 Q2	$317K	Buy	+5,173	New	+$311K	0.01%	657
2023 Q1	–	Sell	-6,900	Closed	-$391K	–	302
2022 Q4	$391K	Buy	+6,900	New	+$381K	0.02%	203
2015 Q4	–	Sell	-2,000	Closed	-$56K	–	264
2015 Q3	$56K	Buy	+2,000	New	+$62.3K	0.04%	122
2015 Q1	–	Sell	-5,000	Closed	-$144K	–	387
2014 Q4	$144K	Buy	+5,000	New	+$141K	0.07%	61

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

Waverly Advisors's IYH Position: Q2 2026 in Review

Waverly Advisors opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 5,061 shares worth $339K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in IYH as recently as Q2 2025.

Waverly Advisors first reported a position in IYH in Q4 2014 and has held it in 7 quarters since. The position peaked at $391K in Q4 2022. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Waverly Advisors held 5,061 shares of iShares US Healthcare ETF worth $339K as of Q2 2026.
iShares US Healthcare ETF was a new Waverly Advisors position in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1346 holding.
Waverly Advisors first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 7 quarters since.
Waverly Advisors's iShares US Healthcare ETF position peaked at $391K in Q4 2022.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.