Balboa Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Balboa Wealth Partners’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	-44,382	Closed	-$2.89M	–	476
2025 Q4	$2.89M	Buy	+44,382	New	+$2.8M	0.48%	36

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Balboa Wealth Partners's IYH Position: Q1 2026 in Review

Balboa Wealth Partners sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 44,382 shares — an estimated $2.89M sold.

Balboa Wealth Partners first reported a position in IYH in Q4 2025 and held it in 1 quarter. The position peaked at $2.89M in Q4 2025. 515 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Balboa Wealth Partners reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Balboa Wealth Partners sold 44,382 iShares US Healthcare ETF shares in Q1 2026, an estimated $2.89M.
Balboa Wealth Partners first reported a position in iShares US Healthcare ETF in Q4 2025 and held it in 1 quarter.
Balboa Wealth Partners's iShares US Healthcare ETF position peaked at $2.89M in Q4 2025.
515 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.