Arrowroot Family Office’s iShares US Healthcare ETF IYH Stock Holding History

Arrowroot Family Office’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	$330K	Sell	5,359 -48	-0.9%	-$3.1K	0.11%	122
2025 Q4	$352K	Sell	5,407 -1,566	-22%	-$98.8K	0.13%	105
2025 Q3	$409K	Buy	6,973 +174	+3%	+$9.91K	0.16%	96
2025 Q2	$384K	Buy	+6,799	New	+$383K	0.17%	96
2024 Q4	$371K	Buy	6,374 +38	+0.6%	+$2.35K	0.19%	94
2024 Q3	$412K	Hold	6,336	–	–	0.24%	85
2024 Q2	$388K	Buy	6,336 +122	+2%	+$7.34K	0.25%	85
2024 Q1	$385K	Sell	6,214 -36	-0.6%	-$2.17K	0.25%	88
2023 Q4	$358K	Buy	6,250 +270	+5%	+$14.7K	0.25%	86
2023 Q3	$323K	Buy	5,980 +40	+0.7%	+$2.24K	0.25%	94
2023 Q2	$333K	Sell	5,940 -1,775	-23%	-$98.6K	0.25%	90
2023 Q1	$421K	Buy	+7,715	New	+$423K	0.36%	71

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 $1.16B AUM 28.78% 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

Arrowroot Family Office's IYH Position: Q1 2026 in Review

Arrowroot Family Office reduced its iShares US Healthcare ETF (IYH) stake by 0.89% in Q1 2026, selling an estimated $3.1K and leaving 5,359 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #122.

Arrowroot Family Office first reported a position in IYH in Q1 2023 and has held it in 12 quarters since. The position peaked at $421K in Q1 2023. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Arrowroot Family Office held 5,359 shares of iShares US Healthcare ETF worth $330K as of Q1 2026.
Arrowroot Family Office sold 48 iShares US Healthcare ETF shares in Q1 2026, an estimated $3.1K.
iShares US Healthcare ETF made up 0.11% of Arrowroot Family Office's portfolio in Q1 2026, its #122 holding.
Arrowroot Family Office first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's iShares US Healthcare ETF position peaked at $421K in Q1 2023.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.