Snowden Capital Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Snowden Capital 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	$547K	Buy	8,882 +2,803	+46%	+$181K	0.01%	759
2025 Q4	$396K	Buy	+6,079	New	+$384K	0.01%	928
2025 Q1	–	Sell	-12,549	Closed	-$731K	–	1237
2024 Q4	$731K	Buy	12,549 +90	+0.7%	+$5.56K	0.02%	618
2024 Q3	$810K	Buy	12,459 +240	+2%	+$15.3K	0.02%	585
2024 Q2	$749K	Sell	12,219 -595	-5%	-$35.8K	0.02%	605
2024 Q1	$793K	Sell	12,814 -656	-5%	-$39.5K	0.02%	570
2023 Q4	$771K	Buy	13,470 +2,155	+19%	+$117K	0.03%	511
2023 Q3	$611K	Sell	11,315 -1,200	-10%	-$67.1K	0.03%	558
2023 Q2	$701K	Sell	12,515 -1,610	-11%	-$89.5K	0.03%	577
2023 Q1	$771K	Buy	14,125 +4,015	+40%	+$220K	0.03%	536
2022 Q4	$574K	Sell	10,110 -95	-0.9%	-$5.24K	0.02%	646
2022 Q3	$516K	Buy	+10,205	New	+$551K	0.02%	641

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

Snowden Capital Advisors's IYH Position: Q1 2026 in Review

Snowden Capital Advisors increased its iShares US Healthcare ETF (IYH) stake by 46% in Q1 2026, buying an estimated $181K and bringing the position to 8,882 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #759.

Snowden Capital Advisors first reported a position in IYH in Q3 2022 and has held it in 12 quarters since. The position peaked at $810K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Snowden Capital Advisors held 8,882 shares of iShares US Healthcare ETF worth $547K as of Q1 2026.
Snowden Capital Advisors bought 2,803 iShares US Healthcare ETF shares in Q1 2026, an estimated $181K.
iShares US Healthcare ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #759 holding.
Snowden Capital Advisors first reported a position in iShares US Healthcare ETF in Q3 2022 and has held it in 12 quarters since.
Snowden Capital Advisors's iShares US Healthcare ETF position peaked at $810K in Q3 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.