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Cadent Capital Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Cadent Capital Advisors’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 		$201K Buy
+3,000
New +$188K 0.04% 197
2021
Q1 		– Sell
-80,455
Closed -$3.96M – 137
2020
Q4 		$3.96M Buy
+80,455
New +$3.8M 1.95% 21

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

Cadent Capital Advisors's IYH Position: Q2 2026 in Review

Cadent Capital Advisors opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 3,000 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings. This is a return to the name: Cadent Capital Advisors previously reported a position in IYH as recently as Q4 2020.

Cadent Capital Advisors first reported a position in IYH in Q4 2020 and has held it in 2 quarters since. The position peaked at $3.96M in Q4 2020. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Cadent Capital Advisors held 3,000 shares of iShares US Healthcare ETF worth $201K as of Q2 2026.
  • iShares US Healthcare ETF was a new Cadent Capital Advisors position in Q2 2026.
  • iShares US Healthcare ETF made up 0.04% of Cadent Capital Advisors's portfolio in Q2 2026, its #197 holding.
  • Cadent Capital Advisors first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 2 quarters since.
  • Cadent Capital Advisors's iShares US Healthcare ETF position peaked at $3.96M in Q4 2020.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.