AssetMark Inc’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.7K | Hold |
709
| – | – | ﹤0.01% | 1793 |
|
|
2025
Q4 | $46.2K | Sell |
709
-25
| -3% | -$1.58K | ﹤0.01% | 1748 |
|
|
2025
Q3 | $43.1K | Hold |
734
| – | – | ﹤0.01% | 1687 |
|
|
2025
Q2 | $41.5K | Buy |
734
+364
| +98% | +$20.5K | ﹤0.01% | 1615 |
|
|
2025
Q1 | $22.5K | Buy |
370
+340
| +1,133% | +$20.8K | ﹤0.01% | 1679 |
|
|
2024
Q4 | $1.75K | Hold |
30
| – | – | ﹤0.01% | 2144 |
|
|
2024
Q3 | $1.95K | Hold |
30
| – | – | ﹤0.01% | 1888 |
|
|
2024
Q2 | $1.84K | Buy |
+30
| New | +$1.8K | ﹤0.01% | 1760 |
|
|
2023
Q4 | – | Sell |
-6,925
| Closed | -$374K | – | 1940 |
|
|
2023
Q3 | $374K | Buy |
6,925
+790
| +13% | +$44.2K | ﹤0.01% | 796 |
|
|
2023
Q2 | $344K | Buy |
6,135
+1,450
| +31% | +$80.6K | ﹤0.01% | 779 |
|
|
2023
Q1 | $256K | Buy |
4,685
+1,600
| +52% | +$87.8K | ﹤0.01% | 802 |
|
|
2022
Q4 | $175K | Buy |
3,085
+1,490
| +93% | +$82.2K | ﹤0.01% | 840 |
|
|
2022
Q3 | $81K | Buy |
+1,595
| New | +$86.2K | ﹤0.01% | 875 |
|
|
2020
Q4 | – | Sell |
-55
| Closed | -$2K | – | 1447 |
|
|
2020
Q3 | $2K | Buy |
+55
| New | +$2.49K | ﹤0.01% | 1125 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$1K | – | 1438 |
|
|
2018
Q4 | $1K | Buy |
+30
| New | +$1.15K | ﹤0.01% | 1321 |
|
|
2017
Q4 | – | Sell |
-60
| Closed | -$2K | – | 1993 |
|
|
2017
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 1275 |
|
|
2017
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 1226 |
|
|
2017
Q1 | $2K | Sell |
60
-1,846,040
| -100% | -$56.3M | ﹤0.01% | 1140 |
|
|
2016
Q4 | $53.2M | Sell |
1,846,100
-1,386,985
| -43% | -$40.2M | 0.78% | 39 |
|
|
2016
Q3 | $97.1M | Sell |
3,233,085
-316,950
| -9% | -$9.68M | 1.48% | 14 |
|
|
2016
Q2 | $105M | Sell |
3,550,035
-492,805
| -12% | -$14.4M | 1.77% | 6 |
|
|
2016
Q1 | $114M | Buy |
4,042,840
+1,569,705
| +63% | +$43.5M | 1.98% | 9 |
|
|
2015
Q4 | $74.2M | Sell |
2,473,135
-1,257,035
| -34% | -$37.4M | 1.38% | 19 |
|
|
2015
Q3 | $104M | Buy |
3,730,170
+634,400
| +20% | +$19.8M | 2.18% | 10 |
|
|
2015
Q2 | $98.3M | Buy |
3,095,770
+462,075
| +18% | +$14.5M | 2.05% | 11 |
|
|
2015
Q1 | $81.3M | Buy |
2,633,695
+1,255,875
| +91% | +$37.9M | 1.73% | 16 |
|
|
2014
Q4 | $39.7M | Sell |
1,377,820
-1,839,065
| -57% | -$51.8M | 0.86% | 35 |
|
|
2014
Q3 | $86.4M | Buy |
3,216,885
+46,735
| +1% | +$1.23M | 2% | 14 |
|
|
2014
Q2 | $81.3M | Sell |
3,170,150
-1,382,260
| -30% | -$34.1M | 1.73% | 8 |
|
|
2014
Q1 | $112M | Buy |
4,552,410
+1,965,925
| +76% | +$47.8M | 2.73% | 9 |
|
|
2013
Q4 | $60.3M | Buy |
2,586,485
+649,020
| +33% | +$14.6M | 1.43% | 17 |
|
|
2013
Q3 | $41.4M | Buy |
+1,937,465
| New | +$41.1M | 1.05% | 26 |
|
Other funds holding IYH
PCH
PRS
AssetMark Inc's IYH Position: Q1 2026 in Review
AssetMark Inc held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 709 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.
AssetMark Inc first reported a position in IYH in Q3 2013 and has held it in 32 quarters since. The position peaked at $114M in Q1 2016. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.
- AssetMark Inc held 709 shares of iShares US Healthcare ETF worth $43.7K as of Q1 2026.
- AssetMark Inc left its iShares US Healthcare ETF share count unchanged in Q1 2026.
- iShares US Healthcare ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1793 holding.
- AssetMark Inc first reported a position in iShares US Healthcare ETF in Q3 2013 and has held it in 32 quarters since.
- AssetMark Inc's iShares US Healthcare ETF position peaked at $114M in Q1 2016.
- 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.
Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.