Bank of Montreal
IYH icon

Bank of Montreal’s iShares US Healthcare ETF IYH Stock Holding History

Bank of Montreal’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 		$5.35M Sell
86,810
-13,509
-13% -$873K ﹤0.01% 1297
2025
Q4 		$6.53M Buy
100,319
+6,737
+7% +$425K ﹤0.01% 1242
2025
Q3 		$5.5M Sell
93,582
-2,242
-2% -$128K ﹤0.01% 1247
2025
Q2 		$5.41M Buy
95,824
+6,837
+8% +$386K ﹤0.01% 1209
2025
Q1 		$5.42M Sell
88,987
-4,389
-5% -$268K ﹤0.01% 1139
2024
Q4 		$5.44M Sell
93,376
-331,152
-78% -$20.5M ﹤0.01% 1178
2024
Q3 		$27.4M Buy
424,528
+326,233
+332% +$20.8M 0.01% 666
2024
Q2 		$6.06M Buy
98,295
+3,755
+4% +$226K ﹤0.01% 1190
2024
Q1 		$5.87M Sell
94,540
-26,720
-22% -$1.61M ﹤0.01% 1157
2023
Q4 		$6.96M Buy
121,260
+42,600
+54% +$2.32M ﹤0.01% 1152
2023
Q3 		$4.41M Buy
78,660
+1,720
+2% +$96.1K ﹤0.01% 1328
2023
Q2 		$4.31M Buy
76,940
+715
+0.9% +$39.7K ﹤0.01% 1406
2023
Q1 		$4.16M Sell
76,225
-109,115
-59% -$5.99M ﹤0.01% 1311
2022
Q4 		$10.8M Buy
185,340
+112,665
+155% +$6.22M ﹤0.01% 957
2022
Q3 		$4K Buy
72,675
+595
+0.8% +$32.1K ﹤0.01% 1463
2022
Q2 		$3.99K Sell
72,080
-14,435
-17% -$792K ﹤0.01% 1542
2022
Q1 		$5.04M Sell
86,515
-14,455
-14% -$807K ﹤0.01% 1488
2021
Q4 		$6.11M Sell
100,970
-1,187,765
-92% -$67.9M ﹤0.01% 1152
2021
Q3 		$74.5M Buy
1,288,735
+94,895
+8% +$5.43M 0.03% 431
2021
Q2 		$65.3M Buy
1,193,840
+185,240
+18% +$9.8M 0.03% 426
2021
Q1 		$50.9M Buy
1,008,600
+980,585
+3,500% +$49.3M 0.03% 397
2020
Q4 		$1.43M Sell
28,015
-22,575
-45% -$1.07M ﹤0.01% 2011
2020
Q3 		$2.29M Sell
50,590
-98,665
-66% -$4.47M ﹤0.01% 1610
2020
Q2 		$6.51M Buy
149,255
+37,325
+33% +$1.58M 0.01% 1045
2020
Q1 		$4.15M Sell
111,930
-823,265
-88% -$33.9M ﹤0.01% 1068
2019
Q4 		$40.3M Sell
935,195
-62,040
-6% -$2.51M 0.03% 463
2019
Q3 		$37.7M Buy
997,235
+751,390
+306% +$28.9M 0.03% 435
2019
Q2 		$9.6M Sell
245,845
-13,585
-5% -$514K 0.01% 919
2019
Q1 		$10.1M Sell
259,430
-1,461,045
-85% -$55.5M 0.01% 849
2018
Q4 		$62.2M Buy
1,720,475
+1,562,815
+991% +$59.9M 0.06% 275
2018
Q3 		$6.4M Buy
157,660
+30,715
+24% +$1.18M 0.01% 1072
2018
Q2 		$4.52M Sell
126,945
-5,225
-4% -$184K ﹤0.01% 1218
2018
Q1 		$4.56M Sell
132,170
-1,476,945
-92% -$53.1M ﹤0.01% 1183
2017
Q4 		$56.1M Buy
1,609,115
+384,215
+31% +$13.3M 0.05% 337
2017
Q3 		$42.1M Buy
1,224,900
+528,985
+76% +$17.8M 0.04% 379
2017
Q2 		$23.1M Buy
695,915
+540,905
+349% +$17.3M 0.02% 547
2017
Q1 		$4.83M Sell
155,010
-95,220
-38% -$2.91M ﹤0.01% 1087
2016
Q4 		$7.19M Buy
250,230
+181,065
+262% +$5.25M 0.01% 933
2016
Q3 		$2.08M Sell
69,165
-4,380
-6% -$134K ﹤0.01% 1469
2016
Q2 		$2.18M Buy
73,545
+3,570
+5% +$104K ﹤0.01% 1464
2016
Q1 		$1.97M Sell
69,975
-68,525
-49% -$1.9M ﹤0.01% 1450
2015
Q4 		$4.16M Sell
138,500
-146,005
-51% -$4.34M 0.01% 1064
2015
Q3 		$7.96M Sell
284,505
-1,226,800
-81% -$38.2M 0.01% 805
2015
Q2 		$48M Buy
1,511,305
+74,480
+5% +$2.34M 0.06% 285
2015
Q1 		$44.3M Buy
1,436,825
+1,321,430
+1,145% +$39.9M 0.05% 306
2014
Q4 		$3.33M Sell
115,395
-1,137,795
-91% -$32M ﹤0.01% 1194
2014
Q3 		$33.7M Buy
1,253,190
+77,660
+7% +$2.05M 0.04% 355
2014
Q2 		$30.1M Buy
1,175,530
+63,215
+6% +$1.56M 0.03% 365
2014
Q1 		$27.4M Buy
1,112,315
+205,985
+23% +$5.01M 0.04% 348
2013
Q4 		$21.1M Buy
906,330
+243,620
+37% +$5.48M 0.03% 368
2013
Q3 		$14.2M Buy
662,710
+158,005
+31% +$3.35M 0.02% 423
2013
Q2 		$10.1M Buy
+504,705
New +$10.2M 0.02% 491

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

Bank of Montreal's IYH Position: Q1 2026 in Review

Bank of Montreal reduced its iShares US Healthcare ETF (IYH) stake by 13% in Q1 2026, selling an estimated $873K and leaving 86,810 shares worth $5.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Bank of Montreal first reported a position in IYH in Q2 2013 and has held it in 52 quarters since. The position peaked at $74.5M in Q3 2021. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Bank of Montreal held 86,810 shares of iShares US Healthcare ETF worth $5.35M as of Q1 2026.
  • Bank of Montreal sold 13,509 iShares US Healthcare ETF shares in Q1 2026, an estimated $873K.
  • iShares US Healthcare ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1297 holding.
  • Bank of Montreal first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's iShares US Healthcare ETF position peaked at $74.5M in Q3 2021.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.