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Wealthspire Advisors (New York)’s iShares US Healthcare ETF IYH Stock Holding History

Wealthspire Advisors (New York)’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 		$827K Buy
12,349
+3,731
+43% +$233K ﹤0.01% 603
2026
Q1 		$531K Buy
8,618
+978
+13% +$63.2K ﹤0.01% 557
2025
Q4 		$497K Buy
7,640
+17
+0.2% +$1.07K ﹤0.01% 605
2025
Q3 		$448K Sell
7,623
-797
-9% -$45.4K ﹤0.01% 565
2025
Q2 		$476K Buy
8,420
+260
+3% +$14.7K ﹤0.01% 552
2025
Q1 		$497K Sell
8,160
-147
-2% -$8.98K ﹤0.01% 514
2024
Q4 		$484K Sell
8,307
-11,990
-59% -$741K ﹤0.01% 523
2024
Q3 		$1.32M Buy
20,297
+835
+4% +$53.4K 0.01% 322
2024
Q2 		$1.19M Buy
19,462
+9,024
+86% +$543K 0.02% 289
2024
Q1 		$646K Buy
10,438
+778
+8% +$46.8K 0.01% 378
2023
Q4 		$553K Buy
9,660
+40
+0.4% +$2.18K 0.01% 404
2023
Q3 		$520K Buy
9,620
+2,985
+45% +$167K 0.01% 385
2023
Q2 		$372K Buy
6,635
+210
+3% +$11.7K 0.01% 420
2023
Q1 		$351K Sell
6,425
-35
-0.5% -$1.92K 0.01% 414
2022
Q4 		$366K Buy
6,460
+15
+0.2% +$828 0.01% 419
2022
Q3 		$326K Sell
6,445
-35
-0.5% -$1.89K 0.01% 398
2022
Q2 		$349K Sell
6,480
-440
-6% -$24.2K 0.01% 369
2022
Q1 		$400K Buy
6,920
+10
+0.1% +$558 0.01% 306
2021
Q4 		$415K Sell
6,910
-35
-0.5% -$2K 0.01% 354
2021
Q3 		$383K Buy
6,945
+1,495
+27% +$85.5K 0.01% 409
2021
Q2 		$298K Sell
5,450
-1,755
-24% -$92.9K 0.01% 293
2021
Q1 		$364K Buy
7,205
+1,600
+29% +$80.4K 0.01% 493
2020
Q4 		$276K Buy
+5,605
New +$265K 0.01% 463

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

Wealthspire Advisors (New York)'s IYH Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Healthcare ETF (IYH) stake by 43% in Q2 2026, buying an estimated $233K and bringing the position to 12,349 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Wealthspire Advisors (New York) first reported a position in IYH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q3 2024. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Wealthspire Advisors (New York) held 12,349 shares of iShares US Healthcare ETF worth $827K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 3,731 iShares US Healthcare ETF shares in Q2 2026, an estimated $233K.
  • iShares US Healthcare ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #603 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s iShares US Healthcare ETF position peaked at $1.32M in Q3 2024.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.