Duncker Streett & Co’s iShares US Healthcare ETF IYH Stock Holding History

Duncker Streett & Co’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	$40.6K	Buy	658 +122	+23%	+$7.88K	0.01%	343
2025 Q4	$34.9K	Hold	536	–	–	0.01%	344
2025 Q3	$31.5K	Hold	536	–	–	0.01%	355
2025 Q2	$30.3K	Hold	536	–	–	0.01%	351
2025 Q1	$32.6K	Hold	536	–	–	0.01%	339
2024 Q4	$31.2K	Sell	536 -314	-37%	-$19.4K	0.01%	355
2024 Q3	$55.3K	Hold	850	–	–	0.01%	317
2024 Q2	$52.1K	Hold	850	–	–	0.01%	315
2024 Q1	$52.6K	Sell	850 -1,000	-54%	-$60.1K	0.01%	315
2023 Q4	$106K	Hold	1,850	–	–	0.02%	266
2023 Q3	$99.9K	Hold	1,850	–	–	0.02%	259
2023 Q2	$104K	Hold	1,850	–	–	0.02%	253
2023 Q1	$101K	Sell	1,850 -350	-16%	-$19.2K	0.02%	246
2022 Q4	$125K	Hold	2,200	–	–	0.03%	238
2022 Q3	$111K	Sell	2,200 -315	-13%	-$17K	0.03%	246
2022 Q2	$135K	Hold	2,515	–	–	0.03%	241
2022 Q1	$145K	Sell	2,515 -640	-20%	-$35.7K	0.03%	248
2021 Q4	$189K	Buy	3,155 +5	+0.2%	+$286	0.03%	247
2021 Q3	$174K	Hold	3,150	–	–	0.03%	245
2021 Q2	$172K	Hold	3,150	–	–	0.03%	243
2021 Q1	$159K	Hold	3,150	–	–	0.03%	251
2020 Q4	$155K	Hold	3,150	–	–	0.03%	243
2020 Q3	$143K	Sell	3,150 -70	-2%	-$3.17K	0.03%	245
2020 Q2	$139K	Buy	3,220 +5	+0.2%	+$211	0.03%	248
2020 Q1	$121K	Hold	3,215	–	–	0.03%	257
2019 Q4	$139K	Buy	+3,215	New	+$130K	0.03%	270
2019 Q3	–	Sell	-3,660	Closed	-$143K	–	377
2019 Q2	$143K	Sell	3,660 -495	-12%	-$18.7K	0.03%	274
2019 Q1	$161K	Buy	4,155 +515	+14%	+$19.6K	0.04%	268
2018 Q4	$132K	Buy	3,640 +5	+0.1%	+$192	0.04%	266
2018 Q3	$147K	Buy	3,635 +5	+0.1%	+$193	0.03%	284
2018 Q2	$129K	Sell	3,630 -250	-6%	-$8.81K	0.03%	285
2018 Q1	$134K	Buy	3,880 +5	+0.1%	+$180	0.03%	282
2017 Q4	$135K	Buy	3,875 +10	+0.3%	+$347	0.03%	293
2017 Q3	$133K	Buy	3,865 +5	+0.1%	+$169	0.04%	281
2017 Q2	$128K	Hold	3,860	–	–	0.04%	282
2017 Q1	$120K	Buy	3,860 +605	+19%	+$18.5K	0.04%	294
2016 Q4	$94K	Sell	3,255 -490	-13%	-$14.2K	0.03%	315
2016 Q3	$113K	Hold	3,745	–	–	0.04%	277
2016 Q2	$111K	Hold	3,745	–	–	0.04%	275
2016 Q1	$105K	Buy	3,745 +10	+0.3%	+$277	0.04%	275
2015 Q4	$112K	Buy	3,735 +5	+0.1%	+$149	0.04%	280
2015 Q3	$104K	Hold	3,730	–	–	0.04%	291
2015 Q2	$118K	Hold	3,730	–	–	0.04%	288
2015 Q1	$115K	Buy	3,730 +5	+0.1%	+$151	0.04%	287
2014 Q4	$107K	Hold	3,725	–	–	0.04%	301
2014 Q3	$100K	Hold	3,725	–	–	0.03%	314
2014 Q2	$95K	Buy	3,725 +5	+0.1%	+$123	0.03%	330
2014 Q1	$92K	Hold	3,720	–	–	0.03%	317
2013 Q4	$87K	Buy	3,720 +5	+0.1%	+$112	0.03%	313
2013 Q3	$79K	Hold	3,715	–	–	0.03%	305
2013 Q2	$74K	Buy	+3,715	New	+$74.7K	0.03%	317

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

Duncker Streett & Co's IYH Position: Q1 2026 in Review

Duncker Streett & Co increased its iShares US Healthcare ETF (IYH) stake by 23% in Q1 2026, buying an estimated $7.88K and bringing the position to 658 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #343.

Duncker Streett & Co first reported a position in IYH in Q2 2013 and has held it in 51 quarters since. The position peaked at $189K in Q4 2021. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Duncker Streett & Co held 658 shares of iShares US Healthcare ETF worth $40.6K as of Q1 2026.
Duncker Streett & Co bought 122 iShares US Healthcare ETF shares in Q1 2026, an estimated $7.88K.
iShares US Healthcare ETF made up 0.01% of Duncker Streett & Co's portfolio in Q1 2026, its #343 holding.
Duncker Streett & Co first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 51 quarters since.
Duncker Streett & Co's iShares US Healthcare ETF position peaked at $189K in Q4 2021.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.