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Audent Global Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Audent Global Asset Management’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
Q2 		$1.93M Sell
28,844
-18,114
-39% -$1.13M 2.16% 17
2026
Q1 		$2.89M Sell
46,958
-26,815
-36% -$1.73M 2.89% 14
2025
Q4 		$4.8M Buy
73,773
+7,051
+11% +$445K 3.04% 10
2025
Q3 		$3.92M Sell
66,722
-17,568
-21% -$1M 2.85% 10
2025
Q2 		$4.76M Buy
84,290
+197
+0.2% +$11.1K 3.4% 11
2025
Q1 		$5.12M Sell
84,093
-6,213
-7% -$380K 4.22% 9
2024
Q4 		$5.26M Buy
90,306
+63,456
+236% +$3.92M 3.42% 9
2024
Q3 		$1.75M Sell
26,850
-13,629
-34% -$871K 2.98% 12
2024
Q2 		$2.48M Sell
40,479
-1,175
-3% -$70.7K 2.58% 15
2024
Q1 		$2.58M Buy
41,654
+4,004
+11% +$241K 2.64% 14
2023
Q4 		$2.16M Sell
37,650
-1,595
-4% -$86.8K 2.55% 15
2023
Q3 		$2.12M Sell
39,245
-4,190
-10% -$234K 1.53% 16
2023
Q2 		$2.43M Buy
43,435
+16,575
+62% +$921K 2.04% 15
2023
Q1 		$1.47M Buy
26,860
+20,325
+311% +$1.12M 2.05% 18
2022
Q4 		$371K Sell
6,535
-995
-13% -$54.9K 0.63% 31
2022
Q3 		$381K Buy
7,530
+580
+8% +$31.3K 0.52% 37
2022
Q2 		$374K Sell
6,950
-3,580
-34% -$197K 0.26% 39
2022
Q1 		$608K Sell
10,530
-142,300
-93% -$7.94M 0.33% 41
2021
Q4 		$9.18M Buy
+152,830
New +$8.73M 3.84% 8

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Audent Global Asset Management's IYH Position: Q2 2026 in Review

Audent Global Asset Management reduced its iShares US Healthcare ETF (IYH) stake by 39% in Q2 2026, selling an estimated $1.13M and leaving 28,844 shares worth $1.93M. The position accounts for 2.16% of the portfolio, ranked #17.

Audent Global Asset Management first reported a position in IYH in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.18M in Q4 2021. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Audent Global Asset Management held 28,844 shares of iShares US Healthcare ETF worth $1.93M as of Q2 2026.
  • Audent Global Asset Management sold 18,114 iShares US Healthcare ETF shares in Q2 2026, an estimated $1.13M.
  • iShares US Healthcare ETF made up 2.16% of Audent Global Asset Management's portfolio in Q2 2026, its #17 holding.
  • Audent Global Asset Management first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 19 quarters since.
  • Audent Global Asset Management's iShares US Healthcare ETF position peaked at $9.18M in Q4 2021.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Audent Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.