Advisors Management Group’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $374K | Hold |
6,076
| – | – | 0.07% | 122 |
|
|
2025
Q4 | $396K | Hold |
6,076
| – | – | 0.07% | 113 |
|
|
2025
Q3 | $357K | Sell |
6,076
-629
| -9% | -$35.8K | 0.06% | 118 |
|
|
2025
Q2 | $379K | Hold |
6,705
| – | – | 0.07% | 114 |
|
|
2025
Q1 | $408K | Hold |
6,705
| – | – | 0.09% | 110 |
|
|
2024
Q4 | $391K | Hold |
6,705
| – | – | 0.09% | 112 |
|
|
2024
Q3 | $436K | Hold |
6,705
| – | – | 0.1% | 105 |
|
|
2024
Q2 | $411K | Hold |
6,705
| – | – | 0.1% | 107 |
|
|
2024
Q1 | $415K | Sell |
6,705
-160
| -2% | -$9.62K | 0.1% | 109 |
|
|
2023
Q4 | $393K | Hold |
6,865
| – | – | 0.11% | 106 |
|
|
2023
Q3 | $371K | Sell |
6,865
-350
| -5% | -$19.6K | 0.11% | 105 |
|
|
2023
Q2 | $404K | Sell |
7,215
-855
| -11% | -$47.5K | 0.12% | 100 |
|
|
2023
Q1 | $441K | Hold |
8,070
| – | – | 0.14% | 93 |
|
|
2022
Q4 | $458K | Hold |
8,070
| – | – | 0.17% | 82 |
|
|
2022
Q3 | $408K | Hold |
8,070
| – | – | 0.16% | 86 |
|
|
2022
Q2 | $434K | Hold |
8,070
| – | – | 0.15% | 86 |
|
|
2022
Q1 | $466K | Hold |
8,070
| – | – | 0.16% | 80 |
|
|
2021
Q4 | $485K | Hold |
8,070
| – | – | 0.15% | 83 |
|
|
2021
Q3 | $445K | Sell |
8,070
-705
| -8% | -$40.3K | 0.14% | 84 |
|
|
2021
Q2 | $479K | Hold |
8,775
| – | – | 0.14% | 83 |
|
|
2021
Q1 | $443K | Hold |
8,775
| – | – | 0.14% | 84 |
|
|
2020
Q4 | $432K | Hold |
8,775
| – | – | 0.18% | 69 |
|
|
2020
Q3 | $399K | Hold |
8,775
| – | – | 0.17% | 69 |
|
|
2020
Q2 | $378K | Hold |
8,775
| – | – | 0.17% | 68 |
|
|
2020
Q1 | $330K | Sell |
8,775
-1,635
| -16% | -$67.2K | 0.16% | 69 |
|
|
2019
Q4 | $449K | Hold |
10,410
| – | – | 0.18% | 65 |
|
|
2019
Q3 | $394K | Hold |
10,410
| – | – | 0.16% | 68 |
|
|
2019
Q2 | $407K | Hold |
10,410
| – | – | 0.18% | 67 |
|
|
2019
Q1 | $403K | Sell |
10,410
-1,085
| -9% | -$41.2K | 0.18% | 65 |
|
|
2018
Q4 | $416K | Sell |
11,495
-500
| -4% | -$19.2K | 0.22% | 58 |
|
|
2018
Q3 | $487K | Hold |
11,995
| – | – | 0.22% | 62 |
|
|
2018
Q2 | $427K | Hold |
11,995
| – | – | 0.2% | 64 |
|
|
2018
Q1 | $411K | Sell |
11,995
-800
| -6% | -$28.8K | 0.21% | 61 |
|
|
2017
Q4 | $446K | Hold |
12,795
| – | – | 0.23% | 58 |
|
|
2017
Q3 | $440K | Hold |
12,795
| – | – | 0.23% | 55 |
|
|
2017
Q2 | $425K | Hold |
12,795
| – | – | 0.23% | 55 |
|
|
2017
Q1 | $398K | Buy |
12,795
+1,625
| +15% | +$49.6K | 0.25% | 53 |
|
|
2016
Q4 | $322K | Hold |
11,170
| – | – | 0.22% | 58 |
|
|
2016
Q3 | $336K | Hold |
11,170
| – | – | 0.22% | 54 |
|
|
2016
Q2 | $331K | Hold |
11,170
| – | – | 0.23% | 55 |
|
|
2016
Q1 | $314K | Hold |
11,170
| – | – | 0.23% | 54 |
|
|
2015
Q4 | $335K | Buy |
+11,170
| New | +$332K | 0.27% | 52 |
|
Other funds holding IYH
PCH
PRS
Advisors Management Group's IYH Position: Q1 2026 in Review
Advisors Management Group held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 6,076 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #122.
Advisors Management Group first reported a position in IYH in Q4 2015 and has held it in 42 quarters since. The position peaked at $487K in Q3 2018. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.
- Advisors Management Group held 6,076 shares of iShares US Healthcare ETF worth $374K as of Q1 2026.
- Advisors Management Group left its iShares US Healthcare ETF share count unchanged in Q1 2026.
- iShares US Healthcare ETF made up 0.07% of Advisors Management Group's portfolio in Q1 2026, its #122 holding.
- Advisors Management Group first reported a position in iShares US Healthcare ETF in Q4 2015 and has held it in 42 quarters since.
- Advisors Management Group's iShares US Healthcare ETF position peaked at $487K in Q3 2018.
- 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.
Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.