Focus Partners Advisor Solutions’s iShares US Healthcare ETF IYH Stock Holding History

Focus Partners Advisor Solutions’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	$274K	Sell	4,440 -376	-8%	-$24.3K	﹤0.01%	1014
2025 Q4	$314K	Sell	4,816 -228	-5%	-$14.4K	﹤0.01%	874
2025 Q3	$300K	Sell	5,044 -936	-16%	-$53.3K	﹤0.01%	905
2025 Q2	$338K	Buy	5,980 +1,261	+27%	+$71.1K	﹤0.01%	807
2025 Q1	$287K	Buy	4,719 +623	+15%	+$38.1K	﹤0.01%	770
2024 Q4	$239K	Sell	4,096 -1,578	-28%	-$97.5K	﹤0.01%	683
2024 Q3	$369K	Buy	5,674 +813	+17%	+$51.9K	0.01%	512
2024 Q2	$298K	Sell	4,861 -50	-1%	-$3.01K	0.01%	487
2024 Q1	$304K	Buy	4,911 +361	+8%	+$21.7K	0.01%	465
2023 Q4	$260K	Hold	4,550	–	–	0.01%	348
2023 Q3	$246K	Hold	4,550	–	–	0.01%	382
2023 Q2	$255K	Buy	+4,550	New	+$253K	0.01%	316

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

Focus Partners Advisor Solutions's IYH Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its iShares US Healthcare ETF (IYH) stake by 7.8% in Q1 2026, selling an estimated $24.3K and leaving 4,440 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Focus Partners Advisor Solutions first reported a position in IYH in Q2 2023 and has held it in 12 quarters since. The position peaked at $369K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Focus Partners Advisor Solutions held 4,440 shares of iShares US Healthcare ETF worth $274K as of Q1 2026.
Focus Partners Advisor Solutions sold 376 iShares US Healthcare ETF shares in Q1 2026, an estimated $24.3K.
iShares US Healthcare ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #1014 holding.
Focus Partners Advisor Solutions first reported a position in iShares US Healthcare ETF in Q2 2023 and has held it in 12 quarters since.
Focus Partners Advisor Solutions's iShares US Healthcare ETF position peaked at $369K in Q3 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.