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

PCG 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	–	Sell	-3,055	Closed	-$202K	–	79
2025 Q4	$202K	Sell	3,055 -450	-13%	-$28.4K	0.16%	78
2025 Q3	$206K	Buy	+3,505	New	+$200K	0.17%	77
2025 Q2	–	Sell	-3,505	Closed	-$213K	–	78
2025 Q1	$213K	Sell	3,505 -780	-18%	-$47.7K	0.2%	70
2024 Q4	$250K	Buy	+4,285	New	+$265K	0.22%	71

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

PCG Asset Management's IYH Position: Q1 2026 in Review

PCG Asset Management sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 3,055 shares — an estimated $202K sold.

PCG Asset Management first reported a position in IYH in Q4 2024 and held it in 4 quarters. The position peaked at $250K in Q4 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

PCG Asset Management reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
PCG Asset Management sold 3,055 iShares US Healthcare ETF shares in Q1 2026, an estimated $202K.
PCG Asset Management first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 4 quarters.
PCG Asset Management's iShares US Healthcare ETF position peaked at $250K in Q4 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on PCG Asset Management's 13F filing for Q1 2026, filed 12 May 2026.