Brinker Capital Investments’s iShares US Healthcare ETF IYH Stock Holding History

Brinker Capital Investments’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	-12,921	Closed	-$841K	–	2146
2025 Q4	$841K	Buy	+12,921	New	+$815K	0.01%	1316
2023 Q4	–	Sell	-9,590	Closed	-$518K	–	1712
2023 Q3	$518K	Sell	9,590 -390	-4%	-$21.8K	0.01%	1191
2023 Q2	$560K	Buy	9,980 +1,560	+19%	+$86.7K	0.01%	1175
2023 Q1	$460K	Buy	+8,420	New	+$462K	0.01%	1168
2015 Q4	–	Sell	-25,375	Closed	-$710K	–	654
2015 Q3	$710K	Buy	25,375 +95	+0.4%	+$2.96K	0.03%	205
2015 Q2	$802K	Hold	25,280	–	–	0.03%	200
2015 Q1	$780K	Hold	25,280	–	–	0.03%	192
2014 Q4	$729K	Sell	25,280 -135,000	-84%	-$3.8M	0.03%	194
2014 Q3	$4.31M	Sell	160,280 -145,440	-48%	-$3.83M	0.16%	102
2014 Q2	$7.84M	Sell	305,720 -80,000	-21%	-$1.98M	0.29%	77
2014 Q1	$9.49M	Sell	385,720 -85,200	-18%	-$2.07M	0.37%	62
2013 Q4	$11M	Sell	470,920 -276,940	-37%	-$6.23M	0.42%	58
2013 Q3	$16M	Sell	747,860 -73,955	-9%	-$1.57M	0.64%	45
2013 Q2	$16.5M	Buy	+821,815	New	+$16.5M	0.69%	50

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

Brinker Capital Investments's IYH Position: Q1 2026 in Review

Brinker Capital Investments sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 12,921 shares — an estimated $841K sold.

Brinker Capital Investments first reported a position in IYH in Q2 2013 and held it in 14 quarters. The position peaked at $16.5M in Q2 2013. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Brinker Capital Investments reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 12,921 iShares US Healthcare ETF shares in Q1 2026, an estimated $841K.
Brinker Capital Investments first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 14 quarters.
Brinker Capital Investments's iShares US Healthcare ETF position peaked at $16.5M in Q2 2013.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.