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Cary Street Partners’s iShares US Healthcare ETF IYH Stock Holding History

Cary Street Partners’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 		$865K Buy
12,909
+1,740
+16% +$109K 0.02% 531
2026
Q1 		$688K Buy
11,169
+2,400
+27% +$155K 0.02% 517
2025
Q4 		$571K Buy
8,769
+670
+8% +$42.3K 0.01% 567
2025
Q3 		$476K Buy
8,099
+212
+3% +$12.1K 0.01% 577
2025
Q2 		$445K Buy
7,887
+1,568
+25% +$88.4K 0.01% 582
2025
Q1 		$385K Buy
6,319
+95
+2% +$5.8K 0.01% 593
2024
Q4 		$363K Buy
+6,224
New +$385K 0.01% 575

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

Cary Street Partners's IYH Position: Q2 2026 in Review

Cary Street Partners increased its iShares US Healthcare ETF (IYH) stake by 16% in Q2 2026, buying an estimated $109K and bringing the position to 12,909 shares worth $865K. The position accounts for 0.02% of the portfolio, ranked #531.

Cary Street Partners first reported a position in IYH in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Cary Street Partners held 12,909 shares of iShares US Healthcare ETF worth $865K as of Q2 2026.
  • Cary Street Partners bought 1,740 iShares US Healthcare ETF shares in Q2 2026, an estimated $109K.
  • iShares US Healthcare ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #531 holding.
  • Cary Street Partners first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.