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Beacon Pointe Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Beacon Pointe 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 		$1.14M Sell
18,443
-2,343
-11% -$151K 0.01% 944
2025
Q4 		$1.35M Buy
20,786
+1,586
+8% +$100K 0.01% 731
2025
Q3 		$1.13M Buy
19,200
+7,310
+61% +$416K 0.01% 719
2025
Q2 		$672K Sell
11,890
-140
-1% -$7.9K 0.01% 800
2025
Q1 		$733K Hold
12,030
– – 0.01% 726
2024
Q4 		$701K Hold
12,030
– – 0.01% 729
2024
Q3 		$782K Buy
12,030
+4,675
+64% +$299K 0.01% 705
2024
Q2 		$451K Sell
7,355
-4,765
-39% -$287K 0.01% 908
2024
Q1 		$750K Sell
12,120
-325
-3% -$19.5K 0.01% 774
2023
Q4 		$712K Sell
12,445
-5
-0% -$272 0.01% 771
2023
Q3 		$672K Buy
12,450
+5,095
+69% +$285K 0.01% 756
2023
Q2 		$412K Sell
7,355
-5,215
-41% -$290K 0.01% 780
2023
Q1 		$686K Buy
12,570
+5,075
+68% +$278K 0.01% 657
2022
Q4 		$425K Sell
7,495
-325
-4% -$17.9K 0.01% 747
2022
Q3 		$396K Buy
7,820
+5
+0.1% +$270 0.01% 716
2022
Q2 		$420K Hold
7,815
– – 0.01% 707
2022
Q1 		$451K Buy
7,815
+650
+9% +$36.3K 0.01% 829
2021
Q4 		$430K Sell
7,165
-650
-8% -$37.1K 0.01% 612
2021
Q3 		$431K Buy
7,815
+650
+9% +$37.2K 0.01% 582
2021
Q2 		$391K Buy
+7,165
New +$379K 0.01% 567

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 $1.1B AUM 30.57% 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

Beacon Pointe Advisors's IYH Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares US Healthcare ETF (IYH) stake by 11% in Q1 2026, selling an estimated $151K and leaving 18,443 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #944.

Beacon Pointe Advisors first reported a position in IYH in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Beacon Pointe Advisors held 18,443 shares of iShares US Healthcare ETF worth $1.14M as of Q1 2026.
  • Beacon Pointe Advisors sold 2,343 iShares US Healthcare ETF shares in Q1 2026, an estimated $151K.
  • iShares US Healthcare ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #944 holding.
  • Beacon Pointe Advisors first reported a position in iShares US Healthcare ETF in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's iShares US Healthcare ETF position peaked at $1.35M in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.