&Partners’s iShares US Healthcare ETF IYH Stock Holding History

&Partners’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	$1.61M	Buy	26,189 +1,085	+4%	+$70.1K	0.01%	1023
2025 Q4	$1.63M	Buy	25,104 +3,439	+16%	+$217K	0.01%	960
2025 Q3	$1.27M	Buy	21,665 +5,564	+35%	+$317K	0.01%	972
2025 Q2	$909K	Buy	16,101 +7,821	+94%	+$441K	0.01%	1029
2025 Q1	$500K	Sell	8,280 -1,017	-11%	-$62.1K	0.01%	1130
2024 Q4	$548K	Buy	9,297 +1,540	+20%	+$95.2K	0.01%	1042
2024 Q3	$504K	Buy	7,757 +469	+6%	+$30K	0.01%	867
2024 Q2	$447K	Buy	+7,288	New	+$438K	0.02%	584

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

&Partners's IYH Position: Q1 2026 in Review

&Partners increased its iShares US Healthcare ETF (IYH) stake by 4.3% in Q1 2026, buying an estimated $70.1K and bringing the position to 26,189 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #1023.

&Partners first reported a position in IYH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

&Partners held 26,189 shares of iShares US Healthcare ETF worth $1.61M as of Q1 2026.
&Partners bought 1,085 iShares US Healthcare ETF shares in Q1 2026, an estimated $70.1K.
iShares US Healthcare ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1023 holding.
&Partners first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's iShares US Healthcare ETF position peaked at $1.63M in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.