Climber Capital’s iShares US Healthcare ETF IYH Stock Holding History

Climber Capital’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 Q3	$956K	Buy	19,444 +380	+2%	+$26.8K	0.58%	36
2026 Q2	$917K	Buy	19,064 +3,235	+20%	+$202K	0.56%	33
2026 Q1	$901K	Sell	15,829 -10,600	-40%	-$685K	0.59%	36
2025 Q4	$1.37M	Buy	+26,429	New	+$1.67M	0.89%	29
2025 Q2	$1.18M	Hold	26,429	–	–	0.76%	32
2025 Q1	$1.07M	Buy	26,429 +1,621	+7%	+$99K	0.84%	31
2024 Q4	$1.13M	Buy	+24,808	New	+$1.53M	0.93%	27

Other funds holding IYH

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Climber Capital's IYH Position: Q3 2026 in Review

Climber Capital increased its iShares US Healthcare ETF (IYH) stake by 2% in Q3 2026, buying an estimated $26.8K and bringing the position to 19,444 shares worth $956K. The position accounts for 0.58% of the portfolio, ranked #36.

Climber Capital first reported a position in IYH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2025. 214 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

Climber Capital held 19,444 shares of iShares US Healthcare ETF worth $956K as of Q3 2026.
Climber Capital bought 380 iShares US Healthcare ETF shares in Q3 2026, an estimated $26.8K.
iShares US Healthcare ETF made up 0.58% of Climber Capital's portfolio in Q3 2026, its #36 holding.
Climber Capital first reported a position in iShares US Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's iShares US Healthcare ETF position peaked at $1.37M in Q4 2025.
214 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.