Choreo LLC’s iShares US Healthcare ETF IYH Stock Holding History

Choreo LLC’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	$792K	Sell	12,843 -618	-5%	-$39.9K	0.01%	714
2025 Q4	$882K	Sell	13,461 -1,324	-9%	-$83.5K	0.01%	658
2025 Q3	$868K	Sell	14,785 -1,383	-9%	-$78.8K	0.01%	662
2025 Q2	$913K	Sell	16,168 -3,294	-17%	-$186K	0.01%	626
2025 Q1	$1.19M	Sell	19,462 -265	-1%	-$16.2K	0.02%	496
2024 Q4	$1.15M	Sell	19,727 -1,877	-9%	-$116K	0.02%	528
2024 Q3	$1.4M	Sell	21,604 -1,161	-5%	-$74.2K	0.02%	460
2024 Q2	$1.39M	Buy	22,765 +7,399	+48%	+$445K	0.02%	401
2024 Q1	$951K	Buy	15,366 +1	+0%	+$60	0.02%	288
2023 Q4	$880K	Sell	15,365 -17,180	-53%	-$935K	0.02%	290
2023 Q3	$1.77M	Sell	32,545 -38,140	-54%	-$2.13M	0.06%	153
2023 Q2	$3.96M	Buy	70,685 +17,415	+33%	+$968K	0.14%	95
2023 Q1	$2.91M	Buy	+53,270	New	+$2.92M	0.1%	115

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

Choreo LLC's IYH Position: Q1 2026 in Review

Choreo LLC reduced its iShares US Healthcare ETF (IYH) stake by 4.6% in Q1 2026, selling an estimated $39.9K and leaving 12,843 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #714.

Choreo LLC first reported a position in IYH in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.96M in Q2 2023. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Choreo LLC held 12,843 shares of iShares US Healthcare ETF worth $792K as of Q1 2026.
Choreo LLC sold 618 iShares US Healthcare ETF shares in Q1 2026, an estimated $39.9K.
iShares US Healthcare ETF made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #714 holding.
Choreo LLC first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 13 quarters since.
Choreo LLC's iShares US Healthcare ETF position peaked at $3.96M in Q2 2023.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.