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Optima Capital’s iShares US Healthcare ETF IYH Stock Holding History

Optima Capital’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
-780
Closed -$50.8K – 742
2025
Q4 		$50.8K Buy
+780
New +$49.2K 0.02% 308

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

Optima Capital's IYH Position: Q1 2026 in Review

Optima Capital sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 780 shares — an estimated $50.8K sold.

Optima Capital first reported a position in IYH in Q4 2025 and held it in 1 quarter. The position peaked at $50.8K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Optima Capital reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 780 iShares US Healthcare ETF shares in Q1 2026, an estimated $50.8K.
  • Optima Capital first reported a position in iShares US Healthcare ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares US Healthcare ETF position peaked at $50.8K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.