CCM
IYH icon

Consolidated Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Consolidated Capital Management’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
Q1 		$9.53M Buy
154,634
+24,403
+19% +$1.58M 3.08% 15
2025
Q4 		$8.48M Sell
130,231
-178,289
-58% -$11.2M 2.57% 13
2025
Q3 		$18.1M Buy
308,520
+43,424
+16% +$2.47M 6.42% 4
2025
Q2 		$15M Buy
265,096
+7,010
+3% +$395K 5.41% 6
2025
Q1 		$15.7M Sell
258,086
-43,277
-14% -$2.64M 6.53% 4
2024
Q4 		$17.6M Sell
301,363
-918
-0.3% -$56.7K 7.66% 3
2024
Q3 		$19.6M Buy
302,281
+26,349
+10% +$1.68M 8.58% 3
2024
Q2 		$16.9M Buy
275,932
+77,630
+39% +$4.67M 8.09% 2
2024
Q1 		$12.3M Sell
198,302
-4,458
-2% -$268K 5.88% 5
2023
Q4 		$11.6M Sell
202,760
-10,410
-5% -$567K 6.19% 5
2023
Q3 		$11.5M Sell
213,170
-3,170
-1% -$177K 6.1% 5
2023
Q2 		$12.1M Sell
216,340
-385
-0.2% -$21.4K 5.96% 5
2023
Q1 		$11.8M Buy
216,725
+113,935
+111% +$6.25M 6.38% 4
2022
Q4 		$5.83M Sell
102,790
-2,225
-2% -$123K 3.48% 7
2022
Q3 		$5.31M Sell
105,015
-9,680
-8% -$523K 3.34% 8
2022
Q2 		$6.17M Sell
114,695
-350
-0.3% -$19.2K 3.7% 9
2022
Q1 		$6.64M Sell
115,045
-103,280
-47% -$5.77M 3.01% 12
2021
Q4 		$13.1M Buy
218,325
+1,140
+0.5% +$65.1K 5.81% 3
2021
Q3 		$12M Buy
217,185
+565
+0.3% +$32.3K 5.64% 5
2021
Q2 		$11.8M Buy
216,620
+4,595
+2% +$243K 5.46% 6
2021
Q1 		$10.7M Sell
212,025
-21,945
-9% -$1.1M 5.34% 6
2020
Q4 		$11.5M Sell
233,970
-39,895
-15% -$1.88M 7.35% 5
2020
Q3 		$12.4M Buy
273,865
+3,070
+1% +$139K 6.51% 6
2020
Q2 		$11.7M Buy
270,795
+12,195
+5% +$515K 6.94% 5
2020
Q1 		$9.71M Buy
258,600
+197,780
+325% +$8.13M 7.63% 4
2019
Q4 		$2.62M Buy
60,820
+830
+1% +$33.5K 1.75% 20
2019
Q3 		$2.27M Sell
59,990
-4,545
-7% -$175K 1.64% 22
2019
Q2 		$2.52M Buy
64,535
+55
+0.1% +$2.08K 1.67% 22
2019
Q1 		$2.5M Sell
64,480
-11,395
-15% -$433K 1.56% 23
2018
Q4 		$2.74M Buy
75,875
+12,040
+19% +$461K 2.23% 22
2018
Q3 		$2.59M Sell
63,835
-275
-0.4% -$10.6K 1.69% 22
2018
Q2 		$2.29M Sell
64,110
-16,040
-20% -$565K 1.71% 23
2018
Q1 		$2.77M Buy
80,150
+12,130
+18% +$436K 2.21% 14
2017
Q4 		$2.37M Buy
68,020
+2,345
+4% +$81.4K 2.45% 14
2017
Q3 		$2.26M Sell
65,675
-695
-1% -$23.4K 2.89% 14
2017
Q2 		$2.21M Buy
66,370
+1,585
+2% +$50.6K 3.28% 13
2017
Q1 		$2.02M Buy
+64,785
New +$1.98M 3.13% 13

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Consolidated Capital Management's IYH Position: Q1 2026 in Review

Consolidated Capital Management increased its iShares US Healthcare ETF (IYH) stake by 19% in Q1 2026, buying an estimated $1.58M and bringing the position to 154,634 shares worth $9.53M. The position accounts for 3.08% of the portfolio, ranked #15.

Consolidated Capital Management first reported a position in IYH in Q1 2017 and has held it in 37 quarters since. The position peaked at $19.6M in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Consolidated Capital Management held 154,634 shares of iShares US Healthcare ETF worth $9.53M as of Q1 2026.
  • Consolidated Capital Management bought 24,403 iShares US Healthcare ETF shares in Q1 2026, an estimated $1.58M.
  • iShares US Healthcare ETF made up 3.08% of Consolidated Capital Management's portfolio in Q1 2026, its #15 holding.
  • Consolidated Capital Management first reported a position in iShares US Healthcare ETF in Q1 2017 and has held it in 37 quarters since.
  • Consolidated Capital Management's iShares US Healthcare ETF position peaked at $19.6M in Q3 2024.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.