Worth Financial Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

Worth Financial Advisory Group’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	$1.01M	Buy	+15,002	New	+$939K	0.42%	59
2026 Q1	–	Sell	-14,782	Closed	-$962K	–	112
2025 Q4	$962K	Sell	14,782 -547	-4%	-$34.5K	0.47%	54
2025 Q3	$900K	Sell	15,329 -748	-5%	-$42.6K	0.5%	42
2025 Q2	$908K	Buy	16,077 +395	+3%	+$22.3K	0.56%	40
2025 Q1	$955K	Buy	15,682 +235	+2%	+$14.4K	0.61%	38
2024 Q4	$900K	Sell	15,447 -1,104	-7%	-$68.2K	0.55%	46
2024 Q3	$1.08M	Buy	16,551 +53	+0.3%	+$3.39K	0.63%	37
2024 Q2	$1.01M	Buy	16,498 +776	+5%	+$46.7K	0.66%	37
2024 Q1	$973K	Sell	15,722 -193	-1%	-$11.6K	0.67%	37
2023 Q4	$911K	Sell	15,915 -335	-2%	-$18.2K	0.73%	35
2023 Q3	$878K	Buy	16,250 +345	+2%	+$19.3K	0.79%	30
2023 Q2	$891K	Sell	15,905 -1,455	-8%	-$80.9K	0.83%	26
2023 Q1	$948K	Buy	17,360 +235	+1%	+$12.9K	0.91%	24
2022 Q4	$972K	Buy	+17,125	New	+$945K	1.13%	22

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

Worth Financial Advisory Group's IYH Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 15,002 shares worth $1.01M. The stake represents 0.42% of the portfolio and ranks #59 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in IYH as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in IYH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Worth Financial Advisory Group held 15,002 shares of iShares US Healthcare ETF worth $1.01M as of Q2 2026.
iShares US Healthcare ETF was a new Worth Financial Advisory Group position in Q2 2026.
iShares US Healthcare ETF made up 0.42% of Worth Financial Advisory Group's portfolio in Q2 2026, its #59 holding.
Worth Financial Advisory Group first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's iShares US Healthcare ETF position peaked at $1.08M in Q3 2024.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.