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Allen Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Allen Investment 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
Q2 		$1.01M Hold
15,039
– – 0.01% 152
2026
Q1 		$927K Hold
15,039
– – 0.01% 156
2025
Q4 		$979K Buy
+15,039
New +$949K 0.01% 155

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

Allen Investment Management's IYH Position: Q2 2026 in Review

Allen Investment Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 15,039 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #152.

Allen Investment Management first reported a position in IYH in Q4 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Allen Investment Management held 15,039 shares of iShares US Healthcare ETF worth $1.01M as of Q2 2026.
  • Allen Investment Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #152 holding.
  • Allen Investment Management first reported a position in iShares US Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.