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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
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 $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

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

Forte Asset Management reduced its iShares US Healthcare ETF (IYH) stake by 0.89% in Q1 2026, selling an estimated $38.1K and leaving 65,952 shares worth $4.07M. The position accounts for 1.78% of the portfolio, ranked #20.

Forte Asset Management first reported a position in IYH in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.37M in Q3 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Forte Asset Management held 65,952 shares of iShares US Healthcare ETF worth $4.07M as of Q1 2026.
  • Forte Asset Management sold 590 iShares US Healthcare ETF shares in Q1 2026, an estimated $38.1K.
  • iShares US Healthcare ETF made up 1.78% of Forte Asset Management's portfolio in Q1 2026, its #20 holding.
  • Forte Asset Management first reported a position in iShares US Healthcare ETF in Q2 2025 and has held it in 4 quarters since.
  • Forte Asset Management's iShares US Healthcare ETF position peaked at $4.37M in Q3 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.