Insigneo Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Insigneo Advisory Services’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	$259K	Hold	4,201	–	–	0.02%	552
2025 Q4	$273K	Sell	4,201 -502	-11%	-$31.7K	0.02%	544
2025 Q3	$276K	Buy	4,703 +252	+6%	+$14.4K	0.02%	534
2025 Q2	$251K	Buy	4,451 +1,155	+35%	+$65.1K	0.02%	502
2025 Q1	$201K	Buy	+3,296	New	+$201K	0.02%	525

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 $1.1B AUM 30.57% 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

Insigneo Advisory Services's IYH Position: Q1 2026 in Review

Insigneo Advisory Services held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 4,201 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #552.

Insigneo Advisory Services first reported a position in IYH in Q1 2025 and has held it in 5 quarters since. The position peaked at $276K in Q3 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Insigneo Advisory Services held 4,201 shares of iShares US Healthcare ETF worth $259K as of Q1 2026.
Insigneo Advisory Services left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #552 holding.
Insigneo Advisory Services first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 5 quarters since.
Insigneo Advisory Services's iShares US Healthcare ETF position peaked at $276K in Q3 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.