Capital Squared Financial’s iShares US Healthcare ETF IYH Stock Holding History

Capital Squared Financial’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	$205K	Buy	+3,055	New	+$191K	0.13%	86

Other funds holding IYH

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

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

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

Capital Squared Financial's IYH Position: Q2 2026 in Review

Capital Squared Financial opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 3,055 shares worth $205K. The stake represents 0.13% of the portfolio and ranks #86 among its holdings.

152 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Capital Squared Financial held 3,055 shares of iShares US Healthcare ETF worth $205K as of Q2 2026.
iShares US Healthcare ETF was a new Capital Squared Financial position in Q2 2026.
iShares US Healthcare ETF made up 0.13% of Capital Squared Financial's portfolio in Q2 2026, its #86 holding.
152 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.