Cape Investment Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Cape Investment Advisory’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	$34.2K	Buy	+511	New	+$32K	0.01%	594
2026 Q1	–	Sell	-511	Closed	-$33.3K	–	712
2025 Q4	$33.3K	Buy	+511	New	+$32.2K	0.01%	505
2025 Q3	–	Sell	-511	Closed	-$28.9K	–	1015
2025 Q2	$28.9K	Hold	511	–	–	0.01%	453
2025 Q1	$31.1K	Hold	511	–	–	0.01%	409
2024 Q4	$29.8K	Buy	+511	New	+$31.6K	0.01%	417
2024 Q1	–	Sell	-385	Closed	-$22K	–	1054
2023 Q4	$22K	Buy	385 +380	+7,600%	+$20.7K	0.01%	513
2023 Q3	$270	Buy	+5	New	+$279	﹤0.01%	888

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

Cape Investment Advisory's IYH Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 511 shares worth $34.2K. The stake represents 0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IYH as recently as Q4 2025.

Cape Investment Advisory first reported a position in IYH in Q3 2023 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Cape Investment Advisory held 511 shares of iShares US Healthcare ETF worth $34.2K as of Q2 2026.
iShares US Healthcare ETF was a new Cape Investment Advisory position in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #594 holding.
Cape Investment Advisory first reported a position in iShares US Healthcare ETF in Q3 2023 and has held it in 7 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.