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

Forte 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 		$5.2M Buy
77,580
+11,628
+18% +$727K 2.13% 16
2026
Q1 		$4.07M Sell
65,952
-590
-0.9% -$38.1K 1.78% 20
2025
Q4 		$4.33M Sell
66,542
-7,912
-11% -$499K 1.97% 18
2025
Q3 		$4.37M Buy
74,454
+2,526
+4% +$144K 2.1% 17
2025
Q2 		$4.06M Buy
+71,928
New +$4.06M 2.07% 19

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Forte Asset Management increased its iShares US Healthcare ETF (IYH) stake by 18% in Q2 2026, buying an estimated $727K and bringing the position to 77,580 shares worth $5.2M. The position accounts for 2.13% of the portfolio, ranked #16.

Forte Asset Management first reported a position in IYH in Q2 2025 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Forte Asset Management held 77,580 shares of iShares US Healthcare ETF worth $5.2M as of Q2 2026.
  • Forte Asset Management bought 11,628 iShares US Healthcare ETF shares in Q2 2026, an estimated $727K.
  • iShares US Healthcare ETF made up 2.13% of Forte Asset Management's portfolio in Q2 2026, its #16 holding.
  • Forte Asset Management first reported a position in iShares US Healthcare ETF in Q2 2025 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.