Caldwell Sutter Capital’s iShares US Healthcare ETF IYH Stock Holding History

Caldwell Sutter Capital’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	$286K	Hold	4,265	–	–	0.11%	181
2026 Q1	$263K	Hold	4,265	–	–	0.11%	181
2025 Q4	$278K	Hold	4,265	–	–	0.12%	169
2025 Q3	$250K	Hold	4,265	–	–	0.11%	180
2025 Q2	$241K	Hold	4,265	–	–	0.11%	175
2025 Q1	$260K	Hold	4,265	–	–	0.12%	166
2024 Q4	$249K	Hold	4,265	–	–	0.12%	173
2024 Q3	$277K	Hold	4,265	–	–	0.13%	160
2024 Q2	$261K	Hold	4,265	–	–	0.13%	163
2024 Q1	$264K	Hold	4,265	–	–	0.13%	160
2023 Q4	$244K	Sell	4,265 -255	-6%	-$13.9K	0.12%	159
2023 Q3	$244K	Hold	4,520	–	–	0.14%	152
2023 Q2	$253K	Buy	4,520 +1,395	+45%	+$77.5K	0.13%	151
2023 Q1	$171K	Hold	3,125	–	–	0.12%	145
2022 Q4	$177K	Buy	+3,125	New	+$172K	0.16%	111

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Caldwell Sutter Capital's IYH Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 4,265 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #181.

Caldwell Sutter Capital first reported a position in IYH in Q4 2022 and has held it in 15 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Caldwell Sutter Capital held 4,265 shares of iShares US Healthcare ETF worth $286K as of Q2 2026.
Caldwell Sutter Capital left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.11% of Caldwell Sutter Capital's portfolio in Q2 2026, its #181 holding.
Caldwell Sutter Capital first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 15 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.