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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

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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. 137 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.
  • 137 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.