Osaic Holdings
IYH icon

Osaic Holdings’s iShares US Healthcare ETF IYH Stock Holding History

Osaic Holdings’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 		$23.2M Sell
376,181
-1,173
-0.3% -$75.8K 0.03% 529
2025
Q4 		$24.6M Sell
377,354
-9,822
-3% -$620K 0.04% 499
2025
Q3 		$22.4M Sell
387,176
-34,174
-8% -$1.95M 0.03% 563
2025
Q2 		$23.8M Buy
421,350
+47,163
+13% +$2.66M 0.04% 435
2025
Q1 		$22.8M Buy
374,187
+28,502
+8% +$1.74M 0.05% 383
2024
Q4 		$20.2M Sell
345,685
-2,204
-0.6% -$136K 0.05% 399
2024
Q3 		$22.6M Sell
347,889
-124,052
-26% -$7.93M 0.05% 369
2024
Q2 		$28.9M Sell
471,941
-24,650
-5% -$1.48M 0.07% 289
2024
Q1 		$30.7M Sell
496,591
-7,084
-1% -$426K 0.07% 290
2023
Q4 		$28.8M Sell
503,675
-168,975
-25% -$9.2M 0.05% 359
2023
Q3 		$36.3M Buy
672,650
+45,405
+7% +$2.54M 0.05% 336
2023
Q2 		$35.1M Sell
627,245
-1,520
-0.2% -$84.5K 0.06% 274
2023
Q1 		$34.4M Sell
628,765
-137,470
-18% -$7.54M 0.06% 273
2022
Q4 		$43.5M Buy
766,235
+90,230
+13% +$4.98M 0.09% 220
2022
Q3 		$34.2M Buy
676,005
+158,090
+31% +$8.54M 0.08% 237
2022
Q2 		$27.9M Buy
517,915
+12,390
+2% +$680K 0.06% 292
2022
Q1 		$28.4M Sell
505,525
-10,860
-2% -$606K 0.06% 324
2021
Q4 		$31M Sell
516,385
-26,645
-5% -$1.52M 0.06% 306
2021
Q3 		$30M Buy
543,030
+15,665
+3% +$896K 0.06% 293
2021
Q2 		$28.8M Buy
527,365
+61,190
+13% +$3.24M 0.06% 304
2021
Q1 		$23.5M Buy
466,175
+1,165
+0.3% +$58.6K 0.06% 319
2020
Q4 		$22.9M Sell
465,010
-16,765
-3% -$791K 0.06% 289
2020
Q3 		$21.9M Buy
481,775
+59,990
+14% +$2.72M 0.07% 270
2020
Q2 		$18.2M Buy
421,785
+166,895
+65% +$7.04M 0.06% 290
2020
Q1 		$8.88M Buy
+254,890
New +$10.5M 0.04% 406

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

Osaic Holdings's IYH Position: Q1 2026 in Review

Osaic Holdings reduced its iShares US Healthcare ETF (IYH) stake by 0.31% in Q1 2026, selling an estimated $75.8K and leaving 376,181 shares worth $23.2M. The position accounts for 0.03% of the portfolio, ranked #529.

Osaic Holdings first reported a position in IYH in Q1 2020 and has held it in 25 quarters since. The position peaked at $43.5M in Q4 2022. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Osaic Holdings held 376,181 shares of iShares US Healthcare ETF worth $23.2M as of Q1 2026.
  • Osaic Holdings sold 1,173 iShares US Healthcare ETF shares in Q1 2026, an estimated $75.8K.
  • iShares US Healthcare ETF made up 0.03% of Osaic Holdings's portfolio in Q1 2026, its #529 holding.
  • Osaic Holdings first reported a position in iShares US Healthcare ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares US Healthcare ETF position peaked at $43.5M in Q4 2022.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.