Meridian Management’s iShares US Healthcare ETF IYH Stock Holding History

Meridian 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	$308K	Hold	5,000	–	–	0.08%	72
2025 Q4	$326K	Hold	5,000	–	–	0.08%	70
2025 Q3	$294K	Hold	5,000	–	–	0.08%	72
2025 Q2	$274K	Hold	5,000	–	–	0.08%	67
2025 Q1	$304K	Hold	5,000	–	–	0.09%	62
2024 Q4	$291K	Hold	5,000	–	–	0.08%	81
2024 Q3	$325K	Hold	5,000	–	–	0.08%	75
2024 Q2	$306K	Hold	5,000	–	–	0.08%	79
2024 Q1	$310K	Hold	5,000	–	–	0.08%	81
2023 Q4	$302K	Hold	5,000	–	–	0.09%	79
2023 Q3	$270K	Hold	5,000	–	–	0.09%	82
2023 Q2	$280K	Hold	5,000	–	–	0.09%	83
2023 Q1	$273K	Hold	5,000	–	–	0.09%	81
2022 Q4	$284K	Hold	5,000	–	–	0.1%	68
2022 Q3	$253K	Hold	5,000	–	–	0.1%	68
2022 Q2	$269K	Hold	5,000	–	–	0.1%	65
2022 Q1	$289K	Hold	5,000	–	–	0.09%	74
2021 Q4	$300K	Hold	5,000	–	–	0.09%	74
2021 Q3	$276K	Hold	5,000	–	–	0.08%	74
2021 Q2	$273K	Hold	5,000	–	–	0.08%	77
2021 Q1	$252K	Hold	5,000	–	–	0.08%	76
2020 Q4	$246K	Hold	5,000	–	–	0.08%	75
2020 Q3	$227K	Hold	5,000	–	–	0.08%	72
2020 Q2	$216K	Buy	+5,000	New	+$211K	0.09%	71
2020 Q1	–	Sell	-5,000	Closed	-$216K	–	74
2019 Q4	$216K	Buy	+5,000	New	+$202K	0.09%	71
2018 Q4	–	Sell	-5,000	Closed	-$203K	–	77
2018 Q3	$203K	Buy	+5,000	New	+$193K	0.09%	77

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

Meridian Management's IYH Position: Q1 2026 in Review

Meridian Management held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 5,000 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #72.

Meridian Management first reported a position in IYH in Q3 2018 and has held it in 26 quarters since. The position peaked at $326K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Meridian Management held 5,000 shares of iShares US Healthcare ETF worth $308K as of Q1 2026.
Meridian Management left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.08% of Meridian Management's portfolio in Q1 2026, its #72 holding.
Meridian Management first reported a position in iShares US Healthcare ETF in Q3 2018 and has held it in 26 quarters since.
Meridian Management's iShares US Healthcare ETF position peaked at $326K in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.