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BOLTON SECURITIES CORPORATION’s iShares US Healthcare ETF IYH Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$11K Buy
+178
New +$11.5K ﹤0.01% 1598
2025
Q3 		$10.5K Buy
+178
New +$10.1K ﹤0.01% 1540
2025
Q1 		$10.8K Buy
+178
New +$10.9K ﹤0.01% 1418

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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 $468B AUM 17.69% 1-Year Est. Return
PGIM Custom Harvest
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
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists Coeur D Alene, Idaho $642M AUM 23.05% 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

BOLTON SECURITIES CORPORATION's IYH Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares US Healthcare ETF (IYH) in Q1 2026: 178 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IYH as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IYH in Q1 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 178 shares of iShares US Healthcare ETF worth $11K as of Q1 2026.
  • iShares US Healthcare ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1598 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares US Healthcare ETF in Q1 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.