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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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. 212 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.
212 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.