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IYH icon

Conservest Capital Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Conservest Capital 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 		$2.74M Buy
40,897
+112
+0.3% +$7.01K 0.22% 44
2026
Q1 		$2.51M Sell
40,785
-1,663
-4% -$107K 0.23% 42
2025
Q4 		$2.76M Buy
42,448
+102
+0.2% +$6.43K 0.25% 35
2025
Q3 		$2.49M Buy
42,346
+598
+1% +$34.1K 0.23% 37
2025
Q2 		$2.36M Buy
41,748
+1,377
+3% +$77.7K 0.23% 36
2025
Q1 		$2.46M Sell
40,371
-232
-0.6% -$14.2K 0.26% 35
2024
Q4 		$2.37M Sell
40,603
-871
-2% -$53.8K 0.24% 35
2024
Q3 		$2.57M Hold
41,474
– – 0.26% 35
2024
Q2 		$2.57M Hold
41,474
– – 0.28% 34
2024
Q1 		$2.57M Buy
41,474
+214
+0.5% +$12.9K 0.26% 35
2023
Q4 		$2.36M Sell
41,260
-2,345
-5% -$128K 0.25% 35
2023
Q3 		$2.36M Sell
43,605
-1,235
-3% -$69K 0.28% 32
2023
Q2 		$2.51M Sell
44,840
-85
-0.2% -$4.72K 0.29% 32
2023
Q1 		$2.45M Buy
44,925
+645
+1% +$35.4K 0.29% 33
2022
Q4 		$2.51M Buy
+44,280
New +$2.44M 0.32% 30
2022
Q3 		– Sell
-44,075
Closed -$2.38M – 29
2022
Q2 		$2.37M Buy
44,075
+2,350
+6% +$129K 0.3% 31
2022
Q1 		$2.41M Buy
41,725
+95
+0.2% +$5.3K 0.27% 29
2021
Q4 		$2.5M Buy
41,630
+225
+0.5% +$12.9K 0.27% 28
2021
Q3 		$2.29M Hold
41,405
– – 0.26% 30
2021
Q2 		$2.26M Buy
41,405
+185
+0.4% +$9.79K 0.26% 30
2021
Q1 		$2.08M Hold
41,220
– – 0.24% 29
2020
Q4 		$2.03M Buy
41,220
+120
+0.3% +$5.66K 0.24% 31
2020
Q3 		$1.87M Buy
41,100
+155
+0.4% +$7.02K 0.25% 30
2020
Q2 		$1.77M Buy
40,945
+240
+0.6% +$10.1K 0.25% 30
2020
Q1 		$1.53M Sell
40,705
-205
-0.5% -$8.43K 0.25% 30
2019
Q4 		$1.76M Sell
40,910
-815
-2% -$32.9K 0.23% 39
2019
Q3 		$1.58M Sell
41,725
-645
-2% -$24.8K 0.23% 41
2019
Q2 		$1.66M Sell
42,370
-1,325
-3% -$50.2K 0.24% 43
2019
Q1 		$1.69M Buy
43,695
+440
+1% +$16.7K 0.25% 43
2018
Q4 		$1.56M Buy
43,255
+105
+0.2% +$4.02K 0.26% 43
2018
Q3 		$1.75M Buy
43,150
+120
+0.3% +$4.63K 0.26% 40
2018
Q2 		$1.53M Sell
43,030
-2,850
-6% -$100K 0.24% 40
2018
Q1 		$1.58M Sell
45,880
-5,035
-10% -$181K 0.35% 31
2017
Q4 		$1.77M Buy
50,915
+285
+0.6% +$9.89K 0.35% 33
2017
Q3 		$1.74M Buy
50,630
+135
+0.3% +$4.55K 0.28% 42
2017
Q2 		$1.68M Hold
50,495
– – 0.36% 32
2017
Q1 		$1.57M Buy
+50,495
New +$1.54M 0.33% 32

Other funds holding IYH

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $375M AUM 54.27% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Conservest Capital Advisors's IYH Position: Q2 2026 in Review

Conservest Capital Advisors increased its iShares US Healthcare ETF (IYH) stake by 0.27% in Q2 2026, buying an estimated $7.01K and bringing the position to 40,897 shares worth $2.74M. The position accounts for 0.22% of the portfolio, ranked #44.

Conservest Capital Advisors first reported a position in IYH in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.76M in Q4 2025. 234 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Conservest Capital Advisors held 40,897 shares of iShares US Healthcare ETF worth $2.74M as of Q2 2026.
  • Conservest Capital Advisors bought 112 iShares US Healthcare ETF shares in Q2 2026, an estimated $7.01K.
  • iShares US Healthcare ETF made up 0.22% of Conservest Capital Advisors's portfolio in Q2 2026, its #44 holding.
  • Conservest Capital Advisors first reported a position in iShares US Healthcare ETF in Q1 2017 and has held it in 37 quarters since.
  • Conservest Capital Advisors's iShares US Healthcare ETF position peaked at $2.76M in Q4 2025.
  • 234 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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