AlphaCore Capital’s iShares US Healthcare ETF IYH Stock Holding History

AlphaCore Capital’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	$229K	Sell	3,709 -248	-6%	-$16K	0.01%	793
2025 Q4	$258K	Buy	3,957 +2,918	+281%	+$184K	0.01%	873
2025 Q3	$61K	Hold	1,039	–	–	﹤0.01%	855
2025 Q2	$58.7K	Hold	1,039	–	–	﹤0.01%	800
2025 Q1	$63.3K	Buy	+1,039	New	+$63.5K	0.01%	569
2024 Q1	–	Sell	-1,250	Closed	-$71.6K	–	277
2023 Q4	$71.6K	Hold	1,250	–	–	0.01%	269
2023 Q3	$67.8K	Hold	1,250	–	–	0.01%	260
2023 Q2	$70.1K	Hold	1,250	–	–	0.01%	236
2023 Q1	$68.3K	Hold	1,250	–	–	0.02%	162
2022 Q4	$70.9K	Hold	1,250	–	–	0.03%	101
2022 Q3	$63K	Hold	1,250	–	–	0.03%	84
2022 Q2	$67K	Hold	1,250	–	–	0.03%	96
2022 Q1	$72K	Hold	1,250	–	–	0.03%	92
2021 Q4	$75K	Hold	1,250	–	–	0.03%	64
2021 Q3	$69K	Buy	+1,250	New	+$71.5K	0.04%	76

Other funds holding IYH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AlphaCore Capital's IYH Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares US Healthcare ETF (IYH) stake by 6.3% in Q1 2026, selling an estimated $16K and leaving 3,709 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #793.

AlphaCore Capital first reported a position in IYH in Q3 2021 and has held it in 15 quarters since. The position peaked at $258K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

AlphaCore Capital held 3,709 shares of iShares US Healthcare ETF worth $229K as of Q1 2026.
AlphaCore Capital sold 248 iShares US Healthcare ETF shares in Q1 2026, an estimated $16K.
iShares US Healthcare ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #793 holding.
AlphaCore Capital first reported a position in iShares US Healthcare ETF in Q3 2021 and has held it in 15 quarters since.
AlphaCore Capital's iShares US Healthcare ETF position peaked at $258K in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.