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

Synergy 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 		– Sell
-3,305
Closed -$215K – 280
2025
Q4 		$215K Buy
+3,305
New +$209K 0.02% 211
2025
Q1 		– Sell
-305
Closed -$19.8K – 471
2024
Q4 		$19.8K Buy
+305
New +$18.8K ﹤0.01% 365

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Synergy Asset Management sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 3,305 shares — an estimated $215K sold.

Synergy Asset Management first reported a position in IYH in Q4 2024 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 516 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Synergy Asset Management reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Synergy Asset Management sold 3,305 iShares US Healthcare ETF shares in Q1 2026, an estimated $215K.
  • Synergy Asset Management first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Asset Management's iShares US Healthcare ETF position peaked at $215K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

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