Capital Squared Financial
IYH icon

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
Q3 		$219K Buy
3,063
+8
+0.3% +$563 0.14% 85
2026
Q2 		$205K Buy
+3,055
New +$191K 0.13% 86

Other funds holding IYH

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM

Capital Squared Financial's IYH Position: Q3 2026 in Review

Capital Squared Financial increased its iShares US Healthcare ETF (IYH) stake by 0.26% in Q3 2026, buying an estimated $563 and bringing the position to 3,063 shares worth $219K. The position accounts for 0.14% of the portfolio, ranked #85.

Capital Squared Financial first reported a position in IYH in Q2 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Capital Squared Financial held 3,063 shares of iShares US Healthcare ETF worth $219K as of Q3 2026.
  • Capital Squared Financial bought 8 iShares US Healthcare ETF shares in Q3 2026, an estimated $563.
  • iShares US Healthcare ETF made up 0.14% of Capital Squared Financial's portfolio in Q3 2026, its #85 holding.
  • Capital Squared Financial first reported a position in iShares US Healthcare ETF in Q2 2026 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Capital Squared Financial's 13F filing for Q3 2026, filed 30 Oct 2026.