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 Q3	$329K	Sell	4,595 -206	-4%	-$14.5K	0.01%	683
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

FCFC

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

CoreCap Advisors's IYH Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares US Healthcare ETF (IYH) stake by 4.3% in Q3 2026, selling an estimated $14.5K and leaving 4,595 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #683.

CoreCap Advisors first reported a position in IYH in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.76M in Q4 2025. 20 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

CoreCap Advisors held 4,595 shares of iShares US Healthcare ETF worth $329K as of Q3 2026.
CoreCap Advisors sold 206 iShares US Healthcare ETF shares in Q3 2026, an estimated $14.5K.
iShares US Healthcare ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #683 holding.
CoreCap Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's iShares US Healthcare ETF position peaked at $3.76M in Q4 2025.
20 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.