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

Synergy Investment 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
Q2 		$55.6K Buy
830
+526
+173% +$32.9K 0.01% 363
2026
Q1 		$18.7K Buy
+304
New +$19.6K 0.01% 414
2025
Q2 		– Sell
-40
Closed -$2.44K – 335
2025
Q1 		$2.44K Sell
40
-70
-64% -$4.28K ﹤0.01% 525
2024
Q4 		$6.41K Buy
+110
New +$6.8K ﹤0.01% 429

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Synergy Investment Management's IYH Position: Q2 2026 in Review

Synergy Investment Management increased its iShares US Healthcare ETF (IYH) stake by 173% in Q2 2026, buying an estimated $32.9K and bringing the position to 830 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #363.

Synergy Investment Management first reported a position in IYH in Q4 2024 and has held it in 4 quarters since. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Synergy Investment Management held 830 shares of iShares US Healthcare ETF worth $55.6K as of Q2 2026.
  • Synergy Investment Management bought 526 iShares US Healthcare ETF shares in Q2 2026, an estimated $32.9K.
  • iShares US Healthcare ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #363 holding.
  • Synergy Investment Management first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 4 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.