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

Empirical 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 Q2	$2.24M	Sell	33,476 -1,994	-6%	-$125K	0.51%	45
2026 Q1	$2.19M	Sell	35,470 -396	-1%	-$25.6K	0.58%	30
2025 Q4	$2.33M	Sell	35,866 -99	-0.3%	-$6.25K	0.66%	23
2025 Q3	$2.11M	Sell	35,965 -180	-0.5%	-$10.3K	0.59%	29
2025 Q2	$2.04M	Sell	36,145 -880	-2%	-$49.6K	0.63%	33
2025 Q1	$2.25M	Sell	37,025 -911	-2%	-$55.7K	0.77%	29
2024 Q4	$2.21M	Sell	37,936 -1,574	-4%	-$97.3K	0.73%	25
2024 Q3	$2.57M	Sell	39,510 -1,210	-3%	-$77.3K	0.91%	15
2024 Q2	$2.49M	Buy	40,720 +6,670	+20%	+$401K	0.94%	15
2024 Q1	$2.11M	Buy	+34,050	New	+$2.05M	1.02%	20

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Empirical Asset Management's IYH Position: Q2 2026 in Review

Empirical Asset Management reduced its iShares US Healthcare ETF (IYH) stake by 5.6% in Q2 2026, selling an estimated $125K and leaving 33,476 shares worth $2.24M. The position accounts for 0.51% of the portfolio, ranked #45.

Empirical Asset Management first reported a position in IYH in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.57M in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Empirical Asset Management held 33,476 shares of iShares US Healthcare ETF worth $2.24M as of Q2 2026.
Empirical Asset Management sold 1,994 iShares US Healthcare ETF shares in Q2 2026, an estimated $125K.
iShares US Healthcare ETF made up 0.51% of Empirical Asset Management's portfolio in Q2 2026, its #45 holding.
Empirical Asset Management first reported a position in iShares US Healthcare ETF in Q1 2024 and has held it in 10 quarters since.
Empirical Asset Management's iShares US Healthcare ETF position peaked at $2.57M in Q3 2024.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.