Envestnet Asset Management
IYH icon

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

Envestnet 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 		$8.13M Buy
131,870
+13,083
+11% +$845K ﹤0.01% 1969
2025
Q4 		$7.73M Buy
118,787
+19,779
+20% +$1.25M ﹤0.01% 1875
2025
Q3 		$5.81M Sell
99,008
-7,205
-7% -$410K ﹤0.01% 2131
2025
Q2 		$6M Sell
106,213
-4,522
-4% -$255K ﹤0.01% 2069
2025
Q1 		$6.74M Sell
110,735
-13,190
-11% -$806K ﹤0.01% 1920
2024
Q4 		$7.22M Buy
123,925
+1,851
+2% +$114K ﹤0.01% 1860
2024
Q3 		$7.93M Buy
122,074
+5,028
+4% +$321K ﹤0.01% 1797
2024
Q2 		$7.17M Sell
117,046
-1,897
-2% -$114K ﹤0.01% 1773
2024
Q1 		$7.36M Sell
118,943
-2,647
-2% -$159K ﹤0.01% 1722
2023
Q4 		$6.96M Sell
121,590
-987,490
-89% -$53.8M ﹤0.01% 1665
2023
Q3 		$59.9M Sell
1,109,080
-109,815
-9% -$6.14M 0.03% 509
2023
Q2 		$68.3M Sell
1,218,895
-10,245
-0.8% -$569K 0.03% 445
2023
Q1 		$67.1M Sell
1,229,140
-30,735
-2% -$1.69M 0.03% 414
2022
Q4 		$71.5M Buy
1,259,875
+18,920
+2% +$1.04M 0.04% 383
2022
Q3 		$62.8M Buy
1,240,955
+898,045
+262% +$48.5M 0.04% 379
2022
Q2 		$18.4M Buy
342,910
+39,690
+13% +$2.18M 0.01% 826
2022
Q1 		$17.5M Sell
303,220
-48,985
-14% -$2.73M 0.01% 911
2021
Q4 		$21.2M Buy
352,205
+2,415
+0.7% +$138K 0.01% 817
2021
Q3 		$19.3M Sell
349,790
-12,035
-3% -$688K 0.01% 809
2021
Q2 		$19.7M Sell
361,825
-5,460
-1% -$289K 0.01% 793
2021
Q1 		$18.5M Buy
367,285
+26,660
+8% +$1.34M 0.01% 742
2020
Q4 		$16.8M Buy
340,625
+46,480
+16% +$2.19M 0.01% 692
2020
Q3 		$13.4M Buy
294,145
+74,565
+34% +$3.38M 0.01% 710
2020
Q2 		$9.47M Buy
219,580
+73,450
+50% +$3.1M 0.01% 802
2020
Q1 		$5.49M Buy
146,130
+44,190
+43% +$1.82M 0.01% 940
2019
Q4 		$4.4M Buy
101,940
+4,660
+5% +$188K ﹤0.01% 1199
2019
Q3 		$3.68M Sell
97,280
-32,870
-25% -$1.26M ﹤0.01% 1217
2019
Q2 		$5.08M Sell
130,150
-765,280
-85% -$29M 0.01% 1046
2019
Q1 		$34.7M Sell
895,430
-498,160
-36% -$18.9M 0.05% 294
2018
Q4 		$50.4M Buy
1,393,590
+463,540
+50% +$17.8M 0.08% 184
2018
Q3 		$37.7M Buy
930,050
+481,645
+107% +$18.6M 0.07% 121
2018
Q2 		$16M Buy
448,405
+370,455
+475% +$13.1M 0.04% 227
2018
Q1 		$2.69M Sell
77,950
-406,420
-84% -$14.6M 0.01% 603
2017
Q4 		$16.9M Sell
484,370
-44,570
-8% -$1.55M 0.04% 276
2017
Q3 		$18.2M Sell
528,940
-116,015
-18% -$3.91M 0.04% 237
2017
Q2 		$21.4M Buy
644,955
+118,885
+23% +$3.8M 0.06% 192
2017
Q1 		$16.4M Sell
526,070
-46,450
-8% -$1.42M 0.05% 243
2016
Q4 		$16.5M Sell
572,520
-1,079,620
-65% -$31.3M 0.06% 231
2016
Q3 		$49.6M Buy
1,652,140
+344,245
+26% +$10.5M 0.19% 77
2016
Q2 		$38.8M Buy
1,307,895
+827,905
+172% +$24.2M 0.15% 108
2016
Q1 		$13.5M Buy
479,990
+139,865
+41% +$3.87M 0.06% 278
2015
Q4 		$10.2M Sell
340,125
-363,690
-52% -$10.8M 0.05% 346
2015
Q3 		$19.7M Sell
703,815
-1,093,940
-61% -$34.1M 0.1% 185
2015
Q2 		$57.1M Sell
1,797,755
-26,645
-1% -$838K 0.27% 66
2015
Q1 		$56.3M Buy
1,824,400
+309,455
+20% +$9.34M 0.29% 71
2014
Q4 		$43.7M Sell
1,514,945
-128,930
-8% -$3.63M 0.44% 64
2014
Q3 		$44.2M Sell
1,643,875
-703,600
-30% -$18.5M 0.44% 58
2014
Q2 		$60.2M Sell
2,347,475
-2,526,440
-52% -$62.4M 0.63% 45
2014
Q1 		$120M Buy
4,873,915
+1,300,645
+36% +$31.6M 1.33% 17
2013
Q4 		$83.3M Buy
3,573,270
+449,390
+14% +$10.1M 0.95% 30
2013
Q3 		$66.8M Buy
3,123,880
+2,375,485
+317% +$50.4M 0.82% 35
2013
Q2 		$15M Buy
+748,395
New +$15.1M 0.19% 111

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Envestnet Asset Management increased its iShares US Healthcare ETF (IYH) stake by 11% in Q1 2026, buying an estimated $845K and bringing the position to 131,870 shares worth $8.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Envestnet Asset Management first reported a position in IYH in Q2 2013 and has held it in 52 quarters since. The position peaked at $120M in Q1 2014. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Envestnet Asset Management held 131,870 shares of iShares US Healthcare ETF worth $8.13M as of Q1 2026.
  • Envestnet Asset Management bought 13,083 iShares US Healthcare ETF shares in Q1 2026, an estimated $845K.
  • iShares US Healthcare ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1969 holding.
  • Envestnet Asset Management first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's iShares US Healthcare ETF position peaked at $120M in Q1 2014.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.