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
Q2 		$25.1M Sell
373,872
-2,309
-0.6% -$144K 0.03% 582
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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Osaic Holdings's IYH Position: Q2 2026 in Review

Osaic Holdings reduced its iShares US Healthcare ETF (IYH) stake by 0.61% in Q2 2026, selling an estimated $144K and leaving 373,872 shares worth $25.1M. The position accounts for 0.03% of the portfolio, ranked #582.

Osaic Holdings first reported a position in IYH in Q1 2020 and has held it in 26 quarters since. The position peaked at $43.5M in Q4 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Osaic Holdings held 373,872 shares of iShares US Healthcare ETF worth $25.1M as of Q2 2026.
  • Osaic Holdings sold 2,309 iShares US Healthcare ETF shares in Q2 2026, an estimated $144K.
  • iShares US Healthcare ETF made up 0.03% of Osaic Holdings's portfolio in Q2 2026, its #582 holding.
  • Osaic Holdings first reported a position in iShares US Healthcare ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares US Healthcare ETF position peaked at $43.5M in Q4 2022.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.