Sage Mountain Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Sage Mountain Advisors’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	$142K	Hold	2,300	–	–	0.01%	212
2025 Q4	$150K	Hold	2,300	–	–	0.01%	490
2025 Q3	$135K	Hold	2,300	–	–	0.01%	479
2025 Q2	$130K	Hold	2,300	–	–	0.01%	426
2025 Q1	$140K	Hold	2,300	–	–	0.01%	399
2024 Q4	$134K	Hold	2,300	–	–	0.01%	394
2024 Q3	$150K	Hold	2,300	–	–	0.01%	402
2024 Q2	$141K	Hold	2,300	–	–	0.01%	352
2024 Q1	$142K	Hold	2,300	–	–	0.01%	334
2023 Q4	$132K	Hold	2,300	–	–	0.02%	279
2023 Q3	$124K	Hold	2,300	–	–	0.02%	280
2023 Q2	$129K	Hold	2,300	–	–	0.02%	270
2023 Q1	$126K	Hold	2,300	–	–	0.02%	257
2022 Q4	$131K	Hold	2,300	–	–	0.03%	185
2022 Q3	$116K	Hold	2,300	–	–	0.03%	238
2022 Q2	$124K	Hold	2,300	–	–	0.02%	492
2022 Q1	$133K	Hold	2,300	–	–	0.02%	510
2021 Q4	$138K	Hold	2,300	–	–	0.02%	568
2021 Q3	$127K	Hold	2,300	–	–	0.02%	478
2021 Q2	$126K	Hold	2,300	–	–	0.02%	429
2021 Q1	$116K	Buy	+2,300	New	+$116K	0.02%	366

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

Sage Mountain Advisors's IYH Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 2,300 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #212.

Sage Mountain Advisors first reported a position in IYH in Q1 2021 and has held it in 21 quarters since. The position peaked at $150K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Sage Mountain Advisors held 2,300 shares of iShares US Healthcare ETF worth $142K as of Q1 2026.
Sage Mountain Advisors left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #212 holding.
Sage Mountain Advisors first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 21 quarters since.
Sage Mountain Advisors's iShares US Healthcare ETF position peaked at $150K in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.