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Smartleaf Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Smartleaf Asset Management’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 		$2.48M Sell
41,095
-1,418
-3% -$91.6K 0.09% 204
2025
Q4 		$2.78M Buy
+42,513
New +$2.68M 0.11% 171
2024
Q3 		– Sell
-26,087
Closed -$1.6M – 2948
2024
Q2 		$1.6M Buy
+26,087
New +$1.57M 0.26% 84

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 $1.16B AUM 28.78% 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

Smartleaf Asset Management's IYH Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares US Healthcare ETF (IYH) stake by 3.3% in Q1 2026, selling an estimated $91.6K and leaving 41,095 shares worth $2.48M. The position accounts for 0.09% of the portfolio, ranked #204.

Smartleaf Asset Management first reported a position in IYH in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.78M in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Smartleaf Asset Management held 41,095 shares of iShares US Healthcare ETF worth $2.48M as of Q1 2026.
  • Smartleaf Asset Management sold 1,418 iShares US Healthcare ETF shares in Q1 2026, an estimated $91.6K.
  • iShares US Healthcare ETF made up 0.09% of Smartleaf Asset Management's portfolio in Q1 2026, its #204 holding.
  • Smartleaf Asset Management first reported a position in iShares US Healthcare ETF in Q2 2024 and has held it in 3 quarters since.
  • Smartleaf Asset Management's iShares US Healthcare ETF position peaked at $2.78M in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.