CoreCap Advisors’s iShares US Healthcare ETF IYH Stock Holding History

CoreCap 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	$322K	Sell	4,801 -24,431	-84%	-$1.53M	0.01%	692
2026 Q1	$1.8M	Sell	29,232 -28,580	-49%	-$1.85M	0.06%	249
2025 Q4	$3.76M	Buy	57,812 +53,656	+1,291%	+$3.39M	0.13%	157
2025 Q3	$244K	Hold	4,156	–	–	0.01%	740
2025 Q2	$235K	Hold	4,156	–	–	0.01%	695
2025 Q1	$253K	Buy	4,156 +85	+2%	+$5.19K	0.01%	622
2024 Q4	$237K	Sell	4,071 -257	-6%	-$15.9K	0.01%	658
2024 Q3	$281K	Buy	+4,328	New	+$277K	0.01%	593
2024 Q2	–	Sell	-4,640	Closed	-$287K	–	2124
2024 Q1	$287K	Buy	+4,640	New	+$279K	0.02%	539
2023 Q4	–	Sell	-12,865	Closed	-$695K	–	622
2023 Q3	$695K	Buy	+12,865	New	+$719K	0.05%	275
2022 Q4	$2.04M	Buy	+35,865	New	+$1.98M	0.15%	123
2022 Q3	–	Sell	-8,135	Closed	-$438K	–	1316
2022 Q2	$438K	Buy	+8,135	New	+$447K	0.03%	344
2022 Q1	–	Sell	-1,610	Closed	-$97K	–	1316
2021 Q4	$97K	Buy	+1,610	New	+$92K	0.01%	760

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

CoreCap Advisors's IYH Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares US Healthcare ETF (IYH) stake by 84% in Q2 2026, selling an estimated $1.53M and leaving 4,801 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #692.

CoreCap Advisors first reported a position in IYH in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.76M in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

CoreCap Advisors held 4,801 shares of iShares US Healthcare ETF worth $322K as of Q2 2026.
CoreCap Advisors sold 24,431 iShares US Healthcare ETF shares in Q2 2026, an estimated $1.53M.
iShares US Healthcare ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #692 holding.
CoreCap Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares US Healthcare ETF position peaked at $3.76M in Q4 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.