Granite FO LLC’s iShares US Healthcare ETF IYH Stock Holding History

Granite FO LLC’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	-6,663	Closed	-$434K	–	174
2025 Q4	$434K	Hold	6,663	–	–	0.23%	35
2025 Q3	$391K	Sell	6,663 -3,104	-32%	-$177K	0.21%	37
2025 Q2	$552K	Hold	9,767	–	–	0.31%	29
2025 Q1	$595K	Hold	9,767	–	–	0.34%	30
2024 Q4	$569K	Hold	9,767	–	–	0.33%	30
2024 Q3	$635K	Sell	9,767 -1	-0%	-$64	0.36%	31
2024 Q2	$598K	Buy	9,768 +1	+0%	+$60	0.38%	30
2024 Q1	$642K	Sell	9,767 -3	-0%	-$180	0.38%	29
2023 Q4	$559K	Hold	9,770	–	–	0.37%	30
2023 Q3	$528K	Hold	9,770	–	–	0.37%	31
2023 Q2	$548K	Hold	9,770	–	–	0.37%	31
2023 Q1	$549K	Buy	9,770 +6,210	+174%	+$341K	0.34%	41
2022 Q4	$206K	Buy	+3,560	New	+$196K	0.16%	43

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 $1.16B AUM 28.78% 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

Granite FO LLC's IYH Position: Q1 2026 in Review

Granite FO LLC sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 6,663 shares — an estimated $434K sold.

Granite FO LLC first reported a position in IYH in Q4 2022 and held it in 13 quarters. The position peaked at $642K in Q1 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Granite FO LLC reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Granite FO LLC sold 6,663 iShares US Healthcare ETF shares in Q1 2026, an estimated $434K.
Granite FO LLC first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 13 quarters.
Granite FO LLC's iShares US Healthcare ETF position peaked at $642K in Q1 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Granite FO LLC's 13F filing for Q1 2026, filed 10 Apr 2026.