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AE Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

AE Wealth Management’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
Q1 		$147K Sell
2,388
-89,526
-97% -$5.78M ﹤0.01% 1680
2025
Q4 		$5.98M Buy
91,914
+90,916
+9,110% +$5.74M 0.03% 364
2025
Q3 		$58.6K Sell
998
-280
-22% -$15.9K ﹤0.01% 1685
2025
Q2 		$72.2K Sell
1,278
-70
-5% -$3.95K ﹤0.01% 1553
2025
Q1 		$82.1K Sell
1,348
-12
-0.9% -$733 ﹤0.01% 1495
2024
Q4 		$79.3K Buy
+1,360
New +$84K ﹤0.01% 1480
2024
Q1 		– Sell
-95,110
Closed -$5.56M – 1584
2023
Q4 		$5.56M Sell
95,110
-17,065
-15% -$929K 0.03% 561
2023
Q3 		$6.06M Buy
112,175
+8,765
+8% +$490K 0.04% 496
2023
Q2 		$5.8M Sell
103,410
-7,120
-6% -$396K 0.03% 498
2023
Q1 		$6.04M Buy
110,530
+5,280
+5% +$290K 0.04% 458
2022
Q4 		$5.97M Buy
105,250
+1,350
+1% +$74.5K 0.04% 432
2022
Q3 		$5.26M Buy
103,900
+82,855
+394% +$4.48M 0.04% 420
2022
Q2 		$1.13M Sell
21,045
-10,525
-33% -$578K 0.01% 846
2022
Q1 		$1.82M Sell
31,570
-475
-1% -$26.5K 0.01% 724
2021
Q4 		$1.93M Buy
32,045
+14,215
+80% +$812K 0.01% 711
2021
Q3 		$984K Buy
17,830
+310
+2% +$17.7K 0.01% 874
2021
Q2 		$956K Sell
17,520
-35
-0.2% -$1.85K 0.01% 860
2021
Q1 		$886K Buy
17,555
+1,545
+10% +$77.7K 0.01% 815
2020
Q4 		$787K Sell
16,010
-235
-1% -$11.1K 0.01% 791
2020
Q3 		$738K Buy
16,245
+1,130
+7% +$51.1K 0.01% 725
2020
Q2 		$652K Buy
+15,115
New +$638K 0.01% 762

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's IYH Position: Q1 2026 in Review

AE Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 97% in Q1 2026, selling an estimated $5.78M and leaving 2,388 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

AE Wealth Management first reported a position in IYH in Q2 2020 and has held it in 21 quarters since. The position peaked at $6.06M in Q3 2023. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • AE Wealth Management held 2,388 shares of iShares US Healthcare ETF worth $147K as of Q1 2026.
  • AE Wealth Management sold 89,526 iShares US Healthcare ETF shares in Q1 2026, an estimated $5.78M.
  • iShares US Healthcare ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1680 holding.
  • AE Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2020 and has held it in 21 quarters since.
  • AE Wealth Management's iShares US Healthcare ETF position peaked at $6.06M in Q3 2023.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.