Cozad Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Cozad Asset Management’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	$554K	Hold	8,981	–	–	0.04%	291
2025 Q4	$585K	Hold	8,981	–	–	0.05%	282
2025 Q3	$527K	Sell	8,981 -1,134	-11%	-$64.6K	0.04%	293
2025 Q2	$571K	Hold	10,115	–	–	0.05%	270
2025 Q1	$616K	Hold	10,115	–	–	0.06%	243
2024 Q4	$589K	Hold	10,115	–	–	0.06%	248
2024 Q3	$657K	Sell	10,115 -1,775	-15%	-$113K	0.06%	234
2024 Q2	$729K	Hold	11,890	–	–	0.07%	216
2024 Q1	$736K	Sell	11,890 -10	-0.1%	-$601	0.08%	217
2023 Q4	$681K	Buy	11,900 +10	+0.1%	+$544	0.08%	216
2023 Q3	$642K	Hold	11,890	–	–	0.08%	214
2023 Q2	$666K	Hold	11,890	–	–	0.08%	210
2023 Q1	$649K	Buy	11,890 +65	+0.5%	+$3.57K	0.09%	208
2022 Q4	$671K	Hold	11,825	–	–	0.09%	208
2022 Q3	$598K	Hold	11,825	–	–	0.1%	198
2022 Q2	$636K	Hold	11,825	–	–	0.1%	192
2022 Q1	$683K	Buy	11,825 +1,075	+10%	+$60K	0.1%	198
2021 Q4	$646K	Hold	10,750	–	–	0.09%	188
2021 Q3	$593K	Hold	10,750	–	–	0.09%	191
2021 Q2	$587K	Buy	10,750 +5,175	+93%	+$274K	0.09%	187
2021 Q1	$281K	Hold	5,575	–	–	0.05%	287
2020 Q4	$274K	Hold	5,575	–	–	0.05%	271
2020 Q3	$253K	Sell	5,575 -1,450	-21%	-$65.6K	0.05%	279
2020 Q2	$303K	Buy	7,025 +1,325	+23%	+$55.9K	0.06%	245
2020 Q1	$214K	Hold	5,700	–	–	0.07%	191
2019 Q4	$246K	Hold	5,700	–	–	0.07%	215
2019 Q3	$216K	Hold	5,700	–	–	0.06%	225
2019 Q2	$223K	Hold	5,700	–	–	0.06%	218
2019 Q1	$221K	Hold	5,700	–	–	0.07%	221
2018 Q4	$206K	Sell	5,700 -675	-11%	-$25.9K	0.07%	217
2018 Q3	$259K	Hold	6,375	–	–	0.08%	203
2018 Q2	$227K	Buy	+6,375	New	+$225K	0.07%	216

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

Cozad Asset Management's IYH Position: Q1 2026 in Review

Cozad Asset Management held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 8,981 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #291.

Cozad Asset Management first reported a position in IYH in Q2 2018 and has held it in 32 quarters since. The position peaked at $736K in Q1 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Cozad Asset Management held 8,981 shares of iShares US Healthcare ETF worth $554K as of Q1 2026.
Cozad Asset Management left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.04% of Cozad Asset Management's portfolio in Q1 2026, its #291 holding.
Cozad Asset Management first reported a position in iShares US Healthcare ETF in Q2 2018 and has held it in 32 quarters since.
Cozad Asset Management's iShares US Healthcare ETF position peaked at $736K in Q1 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.