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USA Financial Formulas’s iShares US Healthcare ETF IYH Stock Holding History

USA Financial Formulas’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
-39,109
Closed -$2.55M – 489
2025
Q4 		$2.55M Buy
+39,109
New +$2.47M 0.46% 13
2015
Q2 		– Sell
-8,210
Closed -$253K – 243
2015
Q1 		$253K Buy
+8,210
New +$248K 0.08% 171

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

USA Financial Formulas's IYH Position: Q1 2026 in Review

USA Financial Formulas sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 39,109 shares — an estimated $2.55M sold.

USA Financial Formulas first reported a position in IYH in Q1 2015 and held it in 2 quarters. The position peaked at $2.55M in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • USA Financial Formulas reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 39,109 iShares US Healthcare ETF shares in Q1 2026, an estimated $2.55M.
  • USA Financial Formulas first reported a position in iShares US Healthcare ETF in Q1 2015 and held it in 2 quarters.
  • USA Financial Formulas's iShares US Healthcare ETF position peaked at $2.55M in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.