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IYH icon

Counterweight Ventures’s iShares US Healthcare ETF IYH Stock Holding History

Counterweight Ventures’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 		$412K Hold
6,154
– – 0.21% 67
2026
Q1 		$379K Sell
6,154
-353
-5% -$22.8K 0.21% 68
2025
Q4 		$424K Hold
6,507
– – 0.24% 61
2025
Q3 		$382K Sell
6,507
-16,603
-72% -$946K 0.22% 62
2025
Q2 		$1.31M Buy
23,110
+474
+2% +$26.7K 0.85% 41
2025
Q1 		$1.38M Buy
22,636
+958
+4% +$58.5K 0.99% 39
2024
Q4 		$1.26M Buy
21,678
+387
+2% +$23.9K 0.89% 40
2024
Q3 		$1.38M Buy
21,291
+5,501
+35% +$351K 0.98% 40
2024
Q2 		$967K Buy
15,790
+216
+1% +$13K 0.73% 41
2024
Q1 		$964K Sell
15,574
-2,661
-15% -$160K 0.78% 40
2023
Q4 		$1.04M Buy
+18,235
New +$993K 0.95% 37

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

Counterweight Ventures's IYH Position: Q2 2026 in Review

Counterweight Ventures held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 6,154 shares worth $412K. The position accounts for 0.21% of the portfolio, ranked #67.

Counterweight Ventures first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q3 2024. 234 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Counterweight Ventures held 6,154 shares of iShares US Healthcare ETF worth $412K as of Q2 2026.
  • Counterweight Ventures left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.21% of Counterweight Ventures's portfolio in Q2 2026, its #67 holding.
  • Counterweight Ventures first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
  • Counterweight Ventures's iShares US Healthcare ETF position peaked at $1.38M in Q3 2024.
  • 234 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Counterweight Ventures's 13F filing for Q2 2026, filed 23 Jul 2026.