Caprock Group’s iShares US Healthcare ETF IYH Stock Holding History

Caprock Group’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	$542K	Hold	8,800	–	–	0.01%	725
2025 Q4	$573K	Sell	8,800 -115	-1%	-$7.26K	0.01%	770
2025 Q3	$516K	Buy	+8,915	New	+$508K	0.01%	798
2025 Q1	$854K	Sell	14,030 -1,080	-7%	-$66K	0.03%	513
2024 Q4	$880K	Buy	+15,110	New	+$934K	0.03%	451

Other funds holding IYH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caprock Group's IYH Position: Q1 2026 in Review

Caprock Group held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 8,800 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #725.

Caprock Group first reported a position in IYH in Q4 2024 and has held it in 5 quarters since. The position peaked at $880K in Q4 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Caprock Group held 8,800 shares of iShares US Healthcare ETF worth $542K as of Q1 2026.
Caprock Group left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #725 holding.
Caprock Group first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 5 quarters since.
Caprock Group's iShares US Healthcare ETF position peaked at $880K in Q4 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.