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Samalin Investment Counsel’s iShares US Healthcare ETF IYH Stock Holding History

Samalin Investment Counsel’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
Q2 		$216K Buy
+3,223
New +$202K 0.07% 301
2026
Q1 		– Sell
-3,287
Closed -$214K – 326
2025
Q4 		$214K Buy
+3,287
New +$207K 0.08% 280
2020
Q1 		– Sell
-3,375
Closed -$145K – 337
2019
Q4 		$145K Buy
+3,375
New +$136K 0.12% 184

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Samalin Investment Counsel's IYH Position: Q2 2026 in Review

Samalin Investment Counsel opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 3,223 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #301 among its holdings. This is a return to the name: Samalin Investment Counsel previously reported a position in IYH as recently as Q4 2025.

Samalin Investment Counsel first reported a position in IYH in Q4 2019 and has held it in 3 quarters since. 531 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Samalin Investment Counsel held 3,223 shares of iShares US Healthcare ETF worth $216K as of Q2 2026.
  • iShares US Healthcare ETF was a new Samalin Investment Counsel position in Q2 2026.
  • iShares US Healthcare ETF made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #301 holding.
  • Samalin Investment Counsel first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 3 quarters since.
  • 531 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.