Palisades Hudson Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Palisades Hudson 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 Q1	$374K	Sell	6,067 -58	-0.9%	-$3.75K	0.15%	67
2025 Q4	$399K	Buy	6,125 +24	+0.4%	+$1.51K	0.15%	68
2025 Q3	$358K	Buy	6,101 +20	+0.3%	+$1.14K	0.13%	75
2025 Q2	$343K	Sell	6,081 -42	-0.7%	-$2.37K	0.13%	75
2025 Q1	$373K	Sell	6,123 -113	-2%	-$6.91K	0.17%	59
2024 Q4	$363K	Buy	6,236 +21	+0.3%	+$1.3K	0.15%	68
2024 Q3	$404K	Buy	6,215 +22	+0.4%	+$1.41K	0.17%	64
2024 Q2	$379K	Buy	6,193 +13	+0.2%	+$782	0.17%	63
2024 Q1	$383K	Buy	6,180 +15	+0.2%	+$902	0.17%	67
2023 Q4	$353K	Buy	6,165 +50	+0.8%	+$2.72K	0.17%	65
2023 Q3	$330K	Hold	6,115	–	–	0.18%	64
2023 Q2	$343K	Buy	6,115 +10	+0.2%	+$556	0.18%	65
2023 Q1	$333K	Sell	6,105 -105	-2%	-$5.76K	0.18%	64
2022 Q4	$352K	Buy	6,210 +15	+0.2%	+$828	0.19%	65
2022 Q3	$313K	Buy	6,195 +25	+0.4%	+$1.35K	0.19%	67
2022 Q2	$332K	Buy	6,170 +15	+0.2%	+$823	0.19%	67
2022 Q1	$356K	Buy	6,155 +15	+0.2%	+$837	0.17%	72
2021 Q4	$369K	Buy	6,140 +15	+0.2%	+$857	0.16%	74
2021 Q3	$338K	Buy	6,125 +20	+0.3%	+$1.14K	0.15%	78
2021 Q2	$333K	Sell	6,105 -360	-6%	-$19.1K	0.15%	73
2021 Q1	$326K	Buy	6,465 +20	+0.3%	+$1K	0.16%	75
2020 Q4	$317K	Sell	6,445 -980	-13%	-$46.3K	0.16%	72
2020 Q3	$337K	Buy	7,425 +25	+0.3%	+$1.13K	0.22%	66
2020 Q2	$319K	Buy	7,400 +20	+0.3%	+$844	0.22%	66
2020 Q1	$277K	Buy	7,380 +20	+0.3%	+$823	0.23%	61
2019 Q4	$318K	Sell	7,360 -100	-1%	-$4.04K	0.2%	70
2019 Q3	$282K	Buy	7,460 +25	+0.3%	+$962	0.2%	70
2019 Q2	$290K	Buy	7,435 +15	+0.2%	+$568	0.2%	69
2019 Q1	$287K	Buy	7,420 +70	+1%	+$2.66K	0.19%	70
2018 Q4	$266K	Buy	7,350 +35	+0.5%	+$1.34K	0.16%	87
2018 Q3	$297K	Buy	7,315 +15	+0.2%	+$579	0.15%	90
2018 Q2	$260K	Hold	7,300	–	–	0.14%	93
2018 Q1	$252K	Buy	7,300 +20	+0.3%	+$720	0.14%	97
2017 Q4	$254K	Buy	7,280 +20	+0.3%	+$694	0.14%	96
2017 Q3	$250K	Buy	7,260 +15	+0.2%	+$506	0.14%	92
2017 Q2	$241K	Buy	7,245 +20	+0.3%	+$639	0.14%	99
2017 Q1	$225K	Buy	7,225 +20	+0.3%	+$610	0.14%	90
2016 Q4	$208K	Buy	7,205 +25	+0.3%	+$725	0.13%	93
2016 Q3	$216K	Buy	7,180 +25	+0.3%	+$764	0.17%	86
2016 Q2	$212K	Buy	7,155 +25	+0.4%	+$730	0.17%	88
2016 Q1	$200K	Buy	7,130 +80	+1%	+$2.21K	0.16%	95
2015 Q4	$212K	Buy	+7,050	New	+$210K	0.18%	90
2015 Q3	–	Sell	-7,000	Closed	-$222K	–	88
2015 Q2	$222K	Buy	7,000 +15	+0.2%	+$472	0.19%	82
2015 Q1	$216K	Buy	6,985 +15	+0.2%	+$453	0.17%	83
2014 Q4	$201K	Buy	+6,970	New	+$196K	0.16%	87
2014 Q2	–	Sell	-8,925	Closed	-$220K	–	73
2014 Q1	$220K	Sell	8,925 -5	-0.1%	-$122	0.19%	65
2013 Q4	$208K	Buy	+8,930	New	+$201K	0.17%	65

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

Palisades Hudson Asset Management's IYH Position: Q1 2026 in Review

Palisades Hudson Asset Management reduced its iShares US Healthcare ETF (IYH) stake by 0.95% in Q1 2026, selling an estimated $3.75K and leaving 6,067 shares worth $374K. The position accounts for 0.15% of the portfolio, ranked #67.

Palisades Hudson Asset Management first reported a position in IYH in Q4 2013 and has held it in 47 quarters since. The position peaked at $404K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Palisades Hudson Asset Management held 6,067 shares of iShares US Healthcare ETF worth $374K as of Q1 2026.
Palisades Hudson Asset Management sold 58 iShares US Healthcare ETF shares in Q1 2026, an estimated $3.75K.
iShares US Healthcare ETF made up 0.15% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #67 holding.
Palisades Hudson Asset Management first reported a position in iShares US Healthcare ETF in Q4 2013 and has held it in 47 quarters since.
Palisades Hudson Asset Management's iShares US Healthcare ETF position peaked at $404K in Q3 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.