Flagship Harbor Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Flagship Harbor 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	–	Sell	-180	Closed	-$11.7K	–	1474
2025 Q4	$11.7K	Buy	+180	New	+$11.4K	﹤0.01%	1471
2020 Q4	–	Sell	-375	Closed	-$17K	–	1133
2020 Q3	$17K	Hold	375	–	–	﹤0.01%	1185
2020 Q2	$16K	Hold	375	–	–	﹤0.01%	1214
2020 Q1	$14K	Hold	375	–	–	﹤0.01%	1134
2019 Q4	$16K	Hold	375	–	–	﹤0.01%	1180
2019 Q3	$14K	Hold	375	–	–	﹤0.01%	1200
2019 Q2	$14K	Hold	375	–	–	﹤0.01%	1184
2019 Q1	$14K	Hold	375	–	–	﹤0.01%	1190
2018 Q4	$13K	Hold	375	–	–	﹤0.01%	1152
2018 Q3	$15K	Hold	375	–	–	﹤0.01%	1238
2018 Q2	$13K	Buy	+375	New	+$13.2K	﹤0.01%	1269

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

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Flagship Harbor Advisors's IYH Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 180 shares — an estimated $11.7K sold.

Flagship Harbor Advisors first reported a position in IYH in Q2 2018 and held it in 11 quarters. The position peaked at $17K in Q3 2020. 515 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 180 iShares US Healthcare ETF shares in Q1 2026, an estimated $11.7K.
Flagship Harbor Advisors first reported a position in iShares US Healthcare ETF in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's iShares US Healthcare ETF position peaked at $17K in Q3 2020.
515 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.