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

Capital Investment 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
Q2 		$289K Sell
4,312
-1,130
-21% -$70.7K 0.02% 595
2026
Q1 		$335K Buy
5,442
+17
+0.3% +$1.1K 0.02% 485
2025
Q4 		$353K Sell
5,425
-288
-5% -$18.2K 0.03% 460
2025
Q3 		$335K Buy
5,713
+224
+4% +$12.8K 0.03% 453
2025
Q2 		$310K Sell
5,489
-90
-2% -$5.08K 0.03% 442
2025
Q1 		$340K Sell
5,579
-445
-7% -$27.2K 0.03% 406
2024
Q4 		$351K Sell
6,024
-65
-1% -$4.02K 0.03% 365
2024
Q3 		$396K Buy
6,089
+307
+5% +$19.6K 0.04% 340
2024
Q2 		$354K Buy
5,782
+94
+2% +$5.66K 0.04% 358
2024
Q1 		$352K Sell
5,688
-487
-8% -$29.3K 0.04% 367
2023
Q4 		$353K Sell
6,175
-875
-12% -$47.6K 0.03% 374
2023
Q3 		$381K Sell
7,050
-25
-0.4% -$1.4K 0.04% 340
2023
Q2 		$397K Buy
7,075
+10
+0.1% +$556 0.04% 317
2023
Q1 		$386K Sell
7,065
-350
-5% -$19.2K 0.05% 314
2022
Q4 		$421K Buy
7,415
+7,080
+2,113% +$391K 0.05% 307
2022
Q3 		$17K Sell
335
-55
-14% -$2.97K ﹤0.01% 657
2022
Q2 		$21K Buy
390
+85
+28% +$4.67K ﹤0.01% 660
2022
Q1 		$18K Sell
305
-75
-20% -$4.19K ﹤0.01% 703
2021
Q4 		$23K Sell
380
-165
-30% -$9.43K ﹤0.01% 661
2021
Q3 		$30K Sell
545
-165
-23% -$9.44K ﹤0.01% 601
2021
Q2 		$39K Buy
+710
New +$37.6K ﹤0.01% 605

Other funds holding IYH

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

Capital Investment Advisory Services's IYH Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 21% in Q2 2026, selling an estimated $70.7K and leaving 4,312 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #595.

Capital Investment Advisory Services first reported a position in IYH in Q2 2021 and has held it in 21 quarters since. The position peaked at $421K in Q4 2022. 159 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Capital Investment Advisory Services held 4,312 shares of iShares US Healthcare ETF worth $289K as of Q2 2026.
  • Capital Investment Advisory Services sold 1,130 iShares US Healthcare ETF shares in Q2 2026, an estimated $70.7K.
  • iShares US Healthcare ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #595 holding.
  • Capital Investment Advisory Services first reported a position in iShares US Healthcare ETF in Q2 2021 and has held it in 21 quarters since.
  • Capital Investment Advisory Services's iShares US Healthcare ETF position peaked at $421K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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