HI
IYH icon

Harbour Investments’s iShares US Healthcare ETF IYH Stock Holding History

Harbour Investments’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 		$339K Sell
5,503
-3,340
-38% -$216K 0.01% 1244
2025
Q4 		$576K Buy
8,843
+6,272
+244% +$396K 0.01% 797
2025
Q3 		$151K Buy
2,571
+246
+11% +$14K ﹤0.01% 1367
2025
Q2 		$131K Sell
2,325
-522
-18% -$29.4K ﹤0.01% 1373
2025
Q1 		$173K Sell
2,847
-439
-13% -$26.8K 0.01% 1163
2024
Q4 		$191K Buy
3,286
+396
+14% +$24.5K 0.01% 1075
2024
Q3 		$188K Sell
2,890
-321
-10% -$20.5K 0.01% 1038
2024
Q2 		$197K Sell
3,211
-243
-7% -$14.6K 0.01% 953
2024
Q1 		$214K Sell
3,454
-2,841
-45% -$171K 0.01% 891
2023
Q4 		$360K Buy
6,295
+60
+1% +$3.27K 0.01% 650
2023
Q3 		$337K Sell
6,235
-985
-14% -$55K 0.02% 618
2023
Q2 		$405K Buy
7,220
+490
+7% +$27.2K 0.02% 555
2023
Q1 		$367K Buy
6,730
+5
+0.1% +$274 0.02% 562
2022
Q4 		$382K Sell
6,725
-130
-2% -$7.17K 0.02% 529
2022
Q3 		$369K Hold
6,855
– – 0.02% 493
2022
Q2 		$369K Buy
+6,855
New +$376K 0.02% 493
2021
Q4 		$311K Sell
5,175
-6,055
-54% -$346K 0.02% 559
2021
Q3 		$620K Sell
11,230
-680
-6% -$38.9K 0.02% 572
2021
Q2 		$650K Sell
11,910
-90
-0.8% -$4.76K 0.02% 570
2021
Q1 		$606K Buy
+12,000
New +$603K 0.02% 534

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

Harbour Investments's IYH Position: Q1 2026 in Review

Harbour Investments reduced its iShares US Healthcare ETF (IYH) stake by 38% in Q1 2026, selling an estimated $216K and leaving 5,503 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #1244.

Harbour Investments first reported a position in IYH in Q1 2021 and has held it in 20 quarters since. The position peaked at $650K in Q2 2021. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Harbour Investments held 5,503 shares of iShares US Healthcare ETF worth $339K as of Q1 2026.
  • Harbour Investments sold 3,340 iShares US Healthcare ETF shares in Q1 2026, an estimated $216K.
  • iShares US Healthcare ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1244 holding.
  • Harbour Investments first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares US Healthcare ETF position peaked at $650K in Q2 2021.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.