Central Valley Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Central Valley 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	$743K	Sell	11,085 -2,173	-16%	-$136K	0.19%	84
2026 Q1	$817K	Buy	13,258 +2,384	+22%	+$154K	0.22%	73
2025 Q4	$708K	Buy	10,874 +731	+7%	+$46.1K	0.21%	75
2025 Q3	$596K	Buy	10,143 +1,032	+11%	+$58.8K	0.18%	89
2025 Q2	$515K	Hold	9,111	–	–	0.18%	87
2025 Q1	$555K	Hold	9,111	–	–	0.21%	77
2024 Q4	$531K	Hold	9,111	–	–	0.24%	75
2024 Q3	$592K	Sell	9,111 -91	-1%	-$5.82K	0.33%	62
2024 Q2	$203K	Sell	9,202 -1,386	-13%	-$83.4K	0.09%	129
2024 Q1	$655K	Buy	10,588 +2,958	+39%	+$178K	0.34%	66
2023 Q4	$437K	Buy	+7,630	New	+$415K	0.26%	90

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Central Valley Advisors's IYH Position: Q2 2026 in Review

Central Valley Advisors reduced its iShares US Healthcare ETF (IYH) stake by 16% in Q2 2026, selling an estimated $136K and leaving 11,085 shares worth $743K. The position accounts for 0.19% of the portfolio, ranked #84.

Central Valley Advisors first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $817K in Q1 2026. 533 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Central Valley Advisors held 11,085 shares of iShares US Healthcare ETF worth $743K as of Q2 2026.
Central Valley Advisors sold 2,173 iShares US Healthcare ETF shares in Q2 2026, an estimated $136K.
iShares US Healthcare ETF made up 0.19% of Central Valley Advisors's portfolio in Q2 2026, its #84 holding.
Central Valley Advisors first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's iShares US Healthcare ETF position peaked at $817K in Q1 2026.
533 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.