Capital Analysts LLC’s iShares US Healthcare ETF IYH Stock Holding History

Capital Analysts LLC’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	$5K	Hold	77	–	–	﹤0.01%	1395
2026 Q1	$5K	Buy	+77	New	+$4.97K	﹤0.01%	1362
2025 Q4	–	Sell	-151	Closed	-$9K	–	1491
2025 Q3	$9K	Buy	151 +1	+0.7%	+$57	﹤0.01%	1226
2025 Q2	$8K	Hold	150	–	–	﹤0.01%	1184
2025 Q1	$9K	Hold	150	–	–	﹤0.01%	1140
2024 Q4	$9K	Hold	150	–	–	﹤0.01%	1078
2024 Q3	$10K	Hold	150	–	–	﹤0.01%	1032
2024 Q2	$9K	Hold	150	–	–	﹤0.01%	969
2024 Q1	$9K	Hold	150	–	–	﹤0.01%	936
2023 Q4	$9K	Hold	150	–	–	﹤0.01%	909
2023 Q3	$8K	Sell	150 -460	-75%	-$25.7K	﹤0.01%	915
2023 Q2	$34K	Hold	610	–	–	﹤0.01%	643
2023 Q1	$33K	Hold	610	–	–	﹤0.01%	651
2022 Q4	$35K	Buy	+610	New	+$33.7K	﹤0.01%	675
2020 Q1	–	Sell	-275	Closed	-$12K	–	711
2019 Q4	$12K	Hold	275	–	–	﹤0.01%	532
2019 Q3	$10K	Hold	275	–	–	﹤0.01%	543
2019 Q2	$11K	Hold	275	–	–	﹤0.01%	520
2019 Q1	$10K	Hold	275	–	–	﹤0.01%	509
2018 Q4	$10K	Hold	275	–	–	﹤0.01%	466
2018 Q3	$11K	Hold	275	–	–	﹤0.01%	436
2018 Q2	$10K	Hold	275	–	–	﹤0.01%	468
2018 Q1	$9K	Hold	275	–	–	﹤0.01%	454
2017 Q4	$10K	Hold	275	–	–	﹤0.01%	390
2017 Q3	$9K	Buy	+275	New	+$9.27K	﹤0.01%	393
2016 Q4	–	Sell	-275	Closed	-$8.26K	–	373
2016 Q3	$8.26K	Buy	+275	New	+$8.4K	﹤0.01%	326
2016 Q2	–	Sell	-275	Closed	-$7.73K	–	359
2016 Q1	$7.73K	Hold	275	–	–	﹤0.01%	345
2015 Q4	$8.25K	Buy	+275	New	+$8.18K	﹤0.01%	353

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

Capital Analysts LLC's IYH Position: Q2 2026 in Review

Capital Analysts LLC held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 77 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Capital Analysts LLC first reported a position in IYH in Q4 2015 and has held it in 27 quarters since. The position peaked at $35K in Q4 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Capital Analysts LLC held 77 shares of iShares US Healthcare ETF worth $5K as of Q2 2026.
Capital Analysts LLC left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1395 holding.
Capital Analysts LLC first reported a position in iShares US Healthcare ETF in Q4 2015 and has held it in 27 quarters since.
Capital Analysts LLC's iShares US Healthcare ETF position peaked at $35K in Q4 2022.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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