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Capital Advisory Group Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Capital Advisory Group Advisory Services’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
-6,641
Closed -$432K – 82
2025
Q4 		$432K Hold
6,641
– – 0.13% 121
2025
Q3 		$390K Sell
6,641
-1,998
-23% -$114K 0.12% 131
2025
Q2 		$488K Buy
8,639
+90
+1% +$5.08K 0.18% 114
2025
Q1 		$521K Buy
8,549
+41
+0.5% +$2.5K 0.2% 109
2024
Q4 		$496K Buy
8,508
+39
+0.5% +$2.41K 0.18% 110
2024
Q3 		$550K Buy
8,469
+193
+2% +$12.3K 0.22% 92
2024
Q2 		$507K Buy
8,276
+203
+3% +$12.2K 0.22% 93
2024
Q1 		$500K Buy
8,073
+2,523
+45% +$152K 0.24% 91
2023
Q4 		$318K Hold
5,550
– – 0.17% 110
2023
Q3 		$300K Buy
+5,550
New +$310K 0.17% 114
2023
Q2 		– Sell
-6,300
Closed -$344K – 111
2023
Q1 		$344K Sell
6,300
-550
-8% -$30.2K 0.21% 107
2022
Q4 		$389K Hold
6,850
– – 0.26% 89
2022
Q3 		$347K Buy
6,850
+200
+3% +$10.8K 0.24% 94
2022
Q2 		$351K Hold
6,650
– – 0.21% 95
2022
Q1 		$384K Sell
6,650
-35
-0.5% -$1.95K 0.18% 107
2021
Q4 		$402K Buy
6,685
+35
+0.5% +$2K 0.17% 111
2021
Q3 		$367K Hold
6,650
– – 0.13% 136
2021
Q2 		$363K Hold
6,650
– – 0.13% 137
2021
Q1 		$336K Buy
6,650
+635
+11% +$31.9K 0.13% 133
2020
Q4 		$296K Sell
6,015
-355
-6% -$16.8K 0.12% 130
2020
Q3 		$289K Hold
6,370
– – 0.15% 104
2020
Q2 		$275K Sell
6,370
-1,540
-19% -$65K 0.15% 101
2020
Q1 		$298K Sell
7,910
-35
-0.4% -$1.44K 0.37% 49
2019
Q4 		$343K Buy
7,945
+505
+7% +$20.4K 0.18% 70
2019
Q3 		$281K Sell
7,440
-5
-0.1% -$192 0.19% 61
2019
Q2 		$291K Hold
7,445
– – 0.19% 61
2019
Q1 		$289K Hold
7,445
– – 0.21% 59
2018
Q4 		$270K Buy
7,445
+460
+7% +$17.6K 0.21% 56
2018
Q3 		$284K Hold
6,985
– – 0.19% 59
2018
Q2 		$248K Sell
6,985
-310
-4% -$10.9K 0.18% 64
2018
Q1 		$252K Buy
+7,295
New +$262K 0.18% 67

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

Capital Advisory Group Advisory Services's IYH Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 6,641 shares — an estimated $432K sold.

Capital Advisory Group Advisory Services first reported a position in IYH in Q1 2018 and held it in 31 quarters. The position peaked at $550K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 6,641 iShares US Healthcare ETF shares in Q1 2026, an estimated $432K.
  • Capital Advisory Group Advisory Services first reported a position in iShares US Healthcare ETF in Q1 2018 and held it in 31 quarters.
  • Capital Advisory Group Advisory Services's iShares US Healthcare ETF position peaked at $550K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.