CVA Family Office’s iShares US Healthcare ETF IYH Stock Holding History

CVA Family Office’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	$69.4K	Hold	1,035	–	–	0.01%	549
2026 Q1	$63.8K	Hold	1,035	–	–	0.01%	546
2025 Q4	$67.4K	Hold	1,035	–	–	0.01%	507
2025 Q3	$60.8K	Hold	1,035	–	–	0.01%	516
2025 Q2	$58.5K	Hold	1,035	–	–	0.01%	516
2025 Q1	$63K	Hold	1,035	–	–	0.01%	479
2024 Q4	$60.3K	Hold	1,035	–	–	0.01%	488
2024 Q3	$67.3K	Hold	1,035	–	–	0.01%	450
2024 Q2	$63.4K	Hold	1,035	–	–	0.01%	444
2024 Q1	$64.1K	Hold	1,035	–	–	0.01%	439
2023 Q4	$59.3K	Buy	+1,035	New	+$56.3K	0.01%	439
2023 Q3	–	Sell	-1,035	Closed	-$58K	–	601
2023 Q2	$58K	Hold	1,035	–	–	0.01%	414
2023 Q1	$56.5K	Buy	+1,035	New	+$56.8K	0.01%	421

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

CVA Family Office's IYH Position: Q2 2026 in Review

CVA Family Office held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 1,035 shares worth $69.4K. The position accounts for 0.01% of the portfolio, ranked #549.

CVA Family Office first reported a position in IYH in Q1 2023 and has held it in 13 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

CVA Family Office held 1,035 shares of iShares US Healthcare ETF worth $69.4K as of Q2 2026.
CVA Family Office left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #549 holding.
CVA Family Office first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 13 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.