GEM Asset Management
IYH icon

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

GEM 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
Q3 		$233K Buy
3,253
+7
+0.2% +$493 0.09% 102
2026
Q2 		$218K Buy
+3,246
New +$203K 0.09% 108

Other funds holding IYH

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GEM Asset Management's IYH Position: Q3 2026 in Review

GEM Asset Management increased its iShares US Healthcare ETF (IYH) stake by 0.22% in Q3 2026, buying an estimated $493 and bringing the position to 3,253 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #102.

GEM Asset Management first reported a position in IYH in Q2 2026 and has held it in 2 quarters since. 495 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • GEM Asset Management held 3,253 shares of iShares US Healthcare ETF worth $233K as of Q3 2026.
  • GEM Asset Management bought 7 iShares US Healthcare ETF shares in Q3 2026, an estimated $493.
  • iShares US Healthcare ETF made up 0.09% of GEM Asset Management's portfolio in Q3 2026, its #102 holding.
  • GEM Asset Management first reported a position in iShares US Healthcare ETF in Q2 2026 and has held it in 2 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on GEM Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.