O'Shaughnessy Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

O'Shaughnessy Asset 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 Q2	$808K	Buy	12,060 +661	+6%	+$41.4K	﹤0.01%	1369
2026 Q1	$703K	Sell	11,399 -370	-3%	-$23.9K	﹤0.01%	1358
2025 Q4	$766K	Buy	11,769 +1	+0%	+$63	﹤0.01%	1272
2025 Q3	$691K	Sell	11,768 -236	-2%	-$13.4K	﹤0.01%	1310
2025 Q2	$678K	Sell	12,004 -6,055	-34%	-$341K	﹤0.01%	1226
2025 Q1	$1.1M	Sell	18,059 -602	-3%	-$36.8K	0.01%	947
2024 Q4	$1.09M	Buy	18,661 +15,286	+453%	+$945K	0.01%	924
2024 Q3	$220K	Hold	3,375	–	–	﹤0.01%	1638
2024 Q2	$207K	Hold	3,375	–	–	﹤0.01%	1529
2024 Q1	$209K	Hold	3,375	–	–	﹤0.01%	1488
2023 Q4	$193K	Buy	3,375 +2,250	+200%	+$122K	﹤0.01%	1421
2023 Q3	$60.8K	Buy	1,125 +250	+29%	+$14K	﹤0.01%	1436
2023 Q2	$49K	Buy	+875	New	+$48.6K	﹤0.01%	1351
2023 Q1	–	Sell	-260	Closed	-$14.8K	–	1515
2022 Q4	$14.8K	Buy	+260	New	+$14.3K	﹤0.01%	1320

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

O'Shaughnessy Asset Management's IYH Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its iShares US Healthcare ETF (IYH) stake by 5.8% in Q2 2026, buying an estimated $41.4K and bringing the position to 12,060 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

O'Shaughnessy Asset Management first reported a position in IYH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q1 2025. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

O'Shaughnessy Asset Management held 12,060 shares of iShares US Healthcare ETF worth $808K as of Q2 2026.
O'Shaughnessy Asset Management bought 661 iShares US Healthcare ETF shares in Q2 2026, an estimated $41.4K.
iShares US Healthcare ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1369 holding.
O'Shaughnessy Asset Management first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 14 quarters since.
O'Shaughnessy Asset Management's iShares US Healthcare ETF position peaked at $1.1M in Q1 2025.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.