CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

CAPTRUST Financial Advisors’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 		$6.39M Buy
95,379
+71,521
+300% +$4.47M 0.01% 713
2026
Q1 		$1.47M Buy
23,858
+934
+4% +$60.3K ﹤0.01% 1380
2025
Q4 		$1.49M Sell
22,924
-645
-3% -$40.7K ﹤0.01% 1248
2025
Q3 		$1.38M Sell
23,569
-950
-4% -$54.1K ﹤0.01% 1240
2025
Q2 		$1.38M Sell
24,519
-1,551
-6% -$87.5K ﹤0.01% 1164
2025
Q1 		$1.59M Sell
26,070
-269
-1% -$16.4K ﹤0.01% 1019
2024
Q4 		$1.53M Sell
26,339
-173
-0.7% -$10.7K ﹤0.01% 1006
2024
Q3 		$1.72M Sell
26,512
-552
-2% -$35.3K 0.01% 917
2024
Q2 		$1.66M Sell
27,064
-26
-0.1% -$1.56K 0.01% 897
2024
Q1 		$1.68M Buy
27,090
+3,855
+17% +$232K 0.01% 876
2023
Q4 		$1.33M Sell
23,235
-800
-3% -$43.5K ﹤0.01% 1100
2023
Q3 		$1.3M Sell
24,035
-1,250
-5% -$69.9K 0.01% 1053
2023
Q2 		$1.42M Buy
25,285
+1,500
+6% +$83.4K 0.01% 992
2023
Q1 		$1.3M Buy
23,785
+1,030
+5% +$56.5K 0.01% 908
2022
Q4 		$1.29M Sell
22,755
-990
-4% -$54.6K 0.01% 865
2022
Q3 		$1.2M Buy
23,745
+5,315
+29% +$287K 0.01% 849
2022
Q2 		$991K Sell
18,430
-250
-1% -$13.7K 0.01% 842
2022
Q1 		$1.08M Sell
18,680
-2,375
-11% -$133K 0.01% 817
2021
Q4 		$1.26M Sell
21,055
-935
-4% -$53.4K 0.01% 714
2021
Q3 		$1.21M Buy
21,990
+1,735
+9% +$99.2K 0.01% 671
2021
Q2 		$1.1M Buy
20,255
+2,750
+16% +$146K 0.01% 684
2021
Q1 		$884K Buy
17,505
+15,375
+722% +$773K 0.01% 746
2020
Q4 		$105K Buy
2,130
+495
+30% +$23.4K ﹤0.01% 1481
2020
Q3 		$74K Sell
1,635
-250
-13% -$11.3K ﹤0.01% 1481
2020
Q2 		$82K Hold
1,885
– – ﹤0.01% 1419
2020
Q1 		$68K Sell
1,885
-15,005
-89% -$617K ﹤0.01% 1274
2019
Q4 		$730K Buy
16,890
+10,430
+161% +$421K 0.01% 581
2019
Q3 		$244K Sell
6,460
-500
-7% -$19.2K 0.01% 533
2019
Q2 		$272K Buy
6,960
+950
+16% +$36K 0.01% 501
2019
Q1 		$233K Hold
6,010
– – 0.01% 490
2018
Q4 		$219K Hold
6,010
– – 0.01% 418
2018
Q3 		$244K Hold
6,010
– – 0.01% 409
2018
Q2 		$215K Buy
6,010
+800
+15% +$28.2K 0.01% 351
2018
Q1 		$175K Buy
5,210
+150
+3% +$5.4K 0.01% 339
2017
Q4 		$176K Hold
5,060
– – 0.01% 341
2017
Q3 		$177K Buy
5,060
+250
+5% +$8.43K 0.01% 210
2017
Q2 		$160K Buy
+4,810
New +$154K 0.02% 136

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CAPTRUST Financial Advisors's IYH Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares US Healthcare ETF (IYH) stake by 300% in Q2 2026, buying an estimated $4.47M and bringing the position to 95,379 shares worth $6.39M. The position accounts for 0.01% of the portfolio, ranked #713.

CAPTRUST Financial Advisors first reported a position in IYH in Q2 2017 and has held it in 37 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • CAPTRUST Financial Advisors held 95,379 shares of iShares US Healthcare ETF worth $6.39M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 71,521 iShares US Healthcare ETF shares in Q2 2026, an estimated $4.47M.
  • iShares US Healthcare ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #713 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares US Healthcare ETF in Q2 2017 and has held it in 37 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.