Baker Avenue Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Baker Avenue 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 Q1	$476K	Sell	7,720 -151	-2%	-$9.76K	0.01%	445
2025 Q4	$512K	Hold	7,871	–	–	0.01%	373
2025 Q3	$462K	Buy	7,871 +1,505	+24%	+$85.7K	0.01%	368
2025 Q2	$360K	Hold	6,366	–	–	0.01%	351
2025 Q1	$388K	Hold	6,366	–	–	0.01%	327
2024 Q4	$371K	Hold	6,366	–	–	0.01%	330
2024 Q3	$414K	Hold	6,366	–	–	0.01%	308
2024 Q2	$390K	Hold	6,366	–	–	0.01%	285
2024 Q1	$394K	Buy	6,366 +1	+0%	+$60	0.02%	278
2023 Q4	$364K	Hold	6,365	–	–	0.02%	283
2023 Q3	$344K	Hold	6,365	–	–	0.02%	290
2023 Q2	$357K	Hold	6,365	–	–	0.02%	291
2023 Q1	$348K	Sell	6,365 -1,660	-21%	-$91.1K	0.02%	292
2022 Q4	$455K	Buy	+8,025	New	+$443K	0.03%	255

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

Baker Avenue Asset Management's IYH Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its iShares US Healthcare ETF (IYH) stake by 1.9% in Q1 2026, selling an estimated $9.76K and leaving 7,720 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #445.

Baker Avenue Asset Management first reported a position in IYH in Q4 2022 and has held it in 14 quarters since. The position peaked at $512K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Baker Avenue Asset Management held 7,720 shares of iShares US Healthcare ETF worth $476K as of Q1 2026.
Baker Avenue Asset Management sold 151 iShares US Healthcare ETF shares in Q1 2026, an estimated $9.76K.
iShares US Healthcare ETF made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #445 holding.
Baker Avenue Asset Management first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 14 quarters since.
Baker Avenue Asset Management's iShares US Healthcare ETF position peaked at $512K in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.