Concurrent Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Concurrent Investment 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	$9.16M	Buy	148,586 +12,138	+9%	+$784K	0.1%	224
2025 Q4	$8.88M	Buy	136,448 +125,910	+1,195%	+$7.94M	0.1%	213
2025 Q3	$619K	Sell	10,538 -729	-6%	-$41.5K	0.01%	826
2025 Q2	$636K	Sell	11,267 -3,978	-26%	-$224K	0.01%	760
2025 Q1	$928K	Buy	15,245 +10,209	+203%	+$624K	0.02%	566
2024 Q4	$293K	Sell	5,036 -410	-8%	-$25.3K	0.01%	837
2024 Q3	$354K	Buy	5,446 +186	+4%	+$11.9K	0.01%	724
2024 Q2	$322K	Sell	5,260 -1,399	-21%	-$84.2K	0.01%	716
2024 Q1	$412K	Buy	6,659 +319	+5%	+$19.2K	0.02%	597
2023 Q4	$363K	Buy	+6,340	New	+$345K	0.02%	585

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

Concurrent Investment Advisors's IYH Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares US Healthcare ETF (IYH) stake by 8.9% in Q1 2026, buying an estimated $784K and bringing the position to 148,586 shares worth $9.16M. The position accounts for 0.1% of the portfolio, ranked #224.

Concurrent Investment Advisors first reported a position in IYH in Q4 2023 and has held it in 10 quarters since. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Concurrent Investment Advisors held 148,586 shares of iShares US Healthcare ETF worth $9.16M as of Q1 2026.
Concurrent Investment Advisors bought 12,138 iShares US Healthcare ETF shares in Q1 2026, an estimated $784K.
iShares US Healthcare ETF made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #224 holding.
Concurrent Investment Advisors first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 10 quarters since.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.