Simplex Trading
IYH icon

Simplex Trading’s iShares US Healthcare ETF IYH Stock Holding History

Simplex Trading’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 		$61.1K Buy
991
+560
+130% +$36.2K ﹤0.01% 5648
2025
Q4 		$28.1K Buy
+431
New +$27.2K ﹤0.01% 6163
2024
Q4 		– Sell
-500
Closed -$32K – 9067
2024
Q3 		$32K Buy
500
+300
+150% +$19.2K ﹤0.01% 6299
2024
Q2 		$12K Buy
+200
New +$12K ﹤0.01% 7294
2023
Q3 		– Sell
-90
Closed -$5K – 9214
2023
Q2 		$5K Sell
90
-410
-82% -$22.8K ﹤0.01% 7921
2023
Q1 		$27K Buy
+500
New +$27.4K ﹤0.01% 6593
2022
Q4 		– Sell
-500
Closed -$25K – 9775
2022
Q3 		$25K Sell
500
-9,000
-95% -$486K ﹤0.01% 7280
2022
Q2 		$510K Buy
+9,500
New +$522K ﹤0.01% 3416
2022
Q1 		– Sell
-4,380
Closed -$263K – 10897
2021
Q4 		$263K Buy
+4,380
New +$250K ﹤0.01% 4764
2021
Q1 		– Sell
-290
Closed -$14K – 9374
2020
Q4 		$14K Buy
+290
New +$13.7K ﹤0.01% 7198
2019
Q4 		– Sell
-1,320
Closed -$49K – 7611
2019
Q3 		$49K Buy
+1,320
New +$50.8K ﹤0.01% 5030
2019
Q2 		– Sell
-3,115
Closed -$120K – 7435
2019
Q1 		$120K Buy
3,115
+2,615
+523% +$99.4K ﹤0.01% 4149
2018
Q4 		$18K Buy
+500
New +$19.2K ﹤0.01% 5424
2018
Q3 		– Sell
-5,135
Closed -$182K – 7713
2018
Q2 		$182K Buy
+5,135
New +$181K ﹤0.01% 3604
2016
Q2 		– Sell
-2,775
Closed -$78K – 6112
2016
Q1 		$78K Buy
+2,775
New +$76.8K 0.01% 1556
2015
Q4 		– Sell
-500
Closed -$13K – 5741
2015
Q3 		$13K Buy
+500
New +$15.6K ﹤0.01% 3195

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplex Trading's IYH Position: Q1 2026 in Review

Simplex Trading increased its iShares US Healthcare ETF (IYH) stake by 130% in Q1 2026, buying an estimated $36.2K and bringing the position to 991 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5648.

Simplex Trading first reported a position in IYH in Q3 2015 and has held it in 16 quarters since. The position peaked at $510K in Q2 2022. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Simplex Trading held 991 shares of iShares US Healthcare ETF worth $61.1K as of Q1 2026.
  • Simplex Trading bought 560 iShares US Healthcare ETF shares in Q1 2026, an estimated $36.2K.
  • iShares US Healthcare ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5648 holding.
  • Simplex Trading first reported a position in iShares US Healthcare ETF in Q3 2015 and has held it in 16 quarters since.
  • Simplex Trading's iShares US Healthcare ETF position peaked at $510K in Q2 2022.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.