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Astoria Portfolio Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Astoria Portfolio 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 		– Sell
-10,993
Closed -$728K – 309
2025
Q4 		$728K Buy
+10,993
New +$694K 0.17% 100

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Astoria Portfolio Advisors's IYH Position: Q1 2026 in Review

Astoria Portfolio Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 10,993 shares — an estimated $728K sold.

Astoria Portfolio Advisors first reported a position in IYH in Q4 2025 and held it in 1 quarter. The position peaked at $728K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Astoria Portfolio Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 10,993 iShares US Healthcare ETF shares in Q1 2026, an estimated $728K.
  • Astoria Portfolio Advisors first reported a position in iShares US Healthcare ETF in Q4 2025 and held it in 1 quarter.
  • Astoria Portfolio Advisors's iShares US Healthcare ETF position peaked at $728K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.