Aptus Capital Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Aptus Capital Advisors’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	$477K	Buy	7,737 +36	+0.5%	+$2.33K	﹤0.01%	727
2025 Q4	$501K	Buy	7,701 +13	+0.2%	+$820	﹤0.01%	727
2025 Q3	$451K	Buy	7,688 +10	+0.1%	+$570	﹤0.01%	720
2025 Q2	$434K	Sell	7,678 -50	-0.6%	-$2.82K	﹤0.01%	712
2025 Q1	$471K	Buy	7,728 +31	+0.4%	+$1.89K	﹤0.01%	655
2024 Q4	$449K	Buy	7,697 +47	+0.6%	+$2.9K	﹤0.01%	666
2024 Q3	$497K	Buy	7,650 +3,550	+87%	+$227K	0.01%	539
2024 Q2	$251K	Sell	4,100 -3,735	-48%	-$225K	﹤0.01%	665
2024 Q1	$485K	Buy	+7,835	New	+$471K	0.01%	520
2023 Q4	–	Sell	-3,750	Closed	-$203K	–	948
2023 Q3	$203K	Buy	3,750 +235	+7%	+$13.1K	0.01%	568
2023 Q2	$197K	Buy	3,515 +5	+0.1%	+$278	﹤0.01%	486
2023 Q1	$192K	Buy	+3,510	New	+$193K	0.01%	473

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

Aptus Capital Advisors's IYH Position: Q1 2026 in Review

Aptus Capital Advisors increased its iShares US Healthcare ETF (IYH) stake by 0.47% in Q1 2026, buying an estimated $2.33K and bringing the position to 7,737 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Aptus Capital Advisors first reported a position in IYH in Q1 2023 and has held it in 12 quarters since. The position peaked at $501K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Aptus Capital Advisors held 7,737 shares of iShares US Healthcare ETF worth $477K as of Q1 2026.
Aptus Capital Advisors bought 36 iShares US Healthcare ETF shares in Q1 2026, an estimated $2.33K.
iShares US Healthcare ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #727 holding.
Aptus Capital Advisors first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 12 quarters since.
Aptus Capital Advisors's iShares US Healthcare ETF position peaked at $501K in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.