Principal Securities’s iShares US Healthcare ETF IYH Stock Holding History

Principal Securities’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	$313K	Sell	5,072 -156	-3%	-$10.1K	﹤0.01%	1180
2025 Q4	$340K	Sell	5,228 -164	-3%	-$10.3K	0.01%	1083
2025 Q3	$317K	Buy	5,392 +296	+6%	+$16.9K	0.01%	1099
2025 Q2	$288K	Sell	5,096 -4,346	-46%	-$245K	0.01%	1080
2025 Q1	$550K	Buy	9,442 +250	+3%	+$15.3K	0.01%	736
2024 Q4	$536K	Sell	9,192 -845	-8%	-$52.2K	0.01%	740
2024 Q3	$652K	Sell	10,037 -1,771	-15%	-$113K	0.02%	675
2024 Q2	$723K	Sell	11,808 -1,722	-13%	-$104K	0.02%	577
2024 Q1	$838K	Sell	13,530 -1,400	-9%	-$84.2K	0.03%	499
2023 Q4	$855K	Buy	+14,930	New	+$813K	0.03%	458

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

Principal Securities's IYH Position: Q1 2026 in Review

Principal Securities reduced its iShares US Healthcare ETF (IYH) stake by 3% in Q1 2026, selling an estimated $10.1K and leaving 5,072 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Principal Securities first reported a position in IYH in Q4 2023 and has held it in 10 quarters since. The position peaked at $855K in Q4 2023. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Principal Securities held 5,072 shares of iShares US Healthcare ETF worth $313K as of Q1 2026.
Principal Securities sold 156 iShares US Healthcare ETF shares in Q1 2026, an estimated $10.1K.
iShares US Healthcare ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1180 holding.
Principal Securities first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares US Healthcare ETF position peaked at $855K in Q4 2023.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.