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Wellington-Altus USA’s iShares US Healthcare ETF IYH Stock Holding History

Wellington-Altus USA’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 		$22.4K Hold
363
– – 0.02% 481
2026
Q1 		$24.3K Hold
363
– – 0.01% 481
2025
Q4 		$23.6K Buy
+363
New +$22.9K 0.02% 453

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

Wellington-Altus USA's IYH Position: Q2 2026 in Review

Wellington-Altus USA held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 363 shares worth $22.4K. The position accounts for 0.02% of the portfolio, ranked #481.

Wellington-Altus USA first reported a position in IYH in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.3K in Q1 2026. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Wellington-Altus USA held 363 shares of iShares US Healthcare ETF worth $22.4K as of Q2 2026.
  • Wellington-Altus USA left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #481 holding.
  • Wellington-Altus USA first reported a position in iShares US Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares US Healthcare ETF position peaked at $24.3K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.