Principle Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Principle Wealth 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	$335K	Hold	5,435	–	–	0.02%	301
2025 Q4	$354K	Sell	5,435 -1,100	-17%	-$69.4K	0.02%	291
2025 Q3	$384K	Hold	6,535	–	–	0.02%	268
2025 Q2	$369K	Hold	6,535	–	–	0.02%	271
2025 Q1	$398K	Sell	6,535 -1,000	-13%	-$61.1K	0.03%	245
2024 Q4	$439K	Hold	7,535	–	–	0.03%	234
2024 Q3	$490K	Hold	7,535	–	–	0.03%	226
2024 Q2	$462K	Hold	7,535	–	–	0.04%	229
2024 Q1	$466K	Hold	7,535	–	–	0.04%	227
2023 Q4	$431K	Buy	7,535 +1,000	+15%	+$54.4K	0.04%	221
2023 Q3	$353K	Hold	6,535	–	–	0.04%	240
2023 Q2	$366K	Hold	6,535	–	–	0.04%	237
2023 Q1	$357K	Hold	6,535	–	–	0.04%	227
2022 Q4	$371K	Hold	6,535	–	–	0.04%	228
2022 Q3	$331	Sell	6,535 -165	-2%	-$8.91K	0.03%	223
2022 Q2	$360K	Hold	6,700	–	–	0.04%	224
2022 Q1	$387K	Hold	6,700	–	–	0.04%	231
2021 Q4	$402K	Sell	6,700 -1,400	-17%	-$80K	0.04%	232
2021 Q3	$447K	Hold	8,100	–	–	0.05%	211
2021 Q2	$442K	Hold	8,100	–	–	0.05%	212
2021 Q1	$409K	Hold	8,100	–	–	0.05%	213
2020 Q4	$398K	Buy	8,100 +3,590	+80%	+$169K	0.05%	197
2020 Q3	$205K	Hold	4,510	–	–	0.06%	145
2020 Q2	$195K	Buy	+4,510	New	+$190K	0.06%	149

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

Principle Wealth Partners's IYH Position: Q1 2026 in Review

Principle Wealth Partners held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 5,435 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #301.

Principle Wealth Partners first reported a position in IYH in Q2 2020 and has held it in 24 quarters since. The position peaked at $490K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Principle Wealth Partners held 5,435 shares of iShares US Healthcare ETF worth $335K as of Q1 2026.
Principle Wealth Partners left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #301 holding.
Principle Wealth Partners first reported a position in iShares US Healthcare ETF in Q2 2020 and has held it in 24 quarters since.
Principle Wealth Partners's iShares US Healthcare ETF position peaked at $490K in Q3 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.