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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
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 $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

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

Synergy Investment Management opened a new position in iShares US Healthcare ETF (IYH) in Q1 2026: 304 shares worth $18.7K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in IYH as recently as Q1 2025.

Synergy Investment Management first reported a position in IYH in Q4 2024 and has held it in 3 quarters since. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Synergy Investment Management held 304 shares of iShares US Healthcare ETF worth $18.7K as of Q1 2026.
  • iShares US Healthcare ETF was a new Synergy Investment Management position in Q1 2026.
  • iShares US Healthcare ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #414 holding.
  • Synergy Investment Management first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 3 quarters since.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

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