CX Institutional
IYH icon

CX Institutional’s iShares US Healthcare ETF IYH Stock Holding History

CX Institutional’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 		$17K Sell
240
-20
-8% -$1.41K ﹤0.01% 1262
2026
Q2 		$17K Sell
260
-11,347
-98% -$710K ﹤0.01% 1204
2026
Q1 		$715K Buy
11,607
+9,655
+495% +$624K 0.02% 396
2025
Q4 		$127K Buy
1,952
+1,920
+6,000% +$121K ﹤0.01% 811
2025
Q3 		$2K Sell
32
-1,685
-98% -$96K ﹤0.01% 1311
2025
Q2 		$97K Buy
1,717
+1,179
+219% +$66.5K ﹤0.01% 771
2025
Q1 		$33K Sell
538
-14,063
-96% -$859K ﹤0.01% 894
2024
Q4 		$851K Buy
+14,601
New +$902K 0.03% 278
2024
Q2 		– Sell
-9,370
Closed -$580K – 560
2024
Q1 		$580K Buy
+9,370
New +$563K 0.03% 350
2023
Q4 		– Sell
-21,305
Closed -$1.15M – 555
2023
Q3 		$1.15M Buy
+21,305
New +$1.19M 0.06% 233
2023
Q1 		– Sell
-47,970
Closed -$2.72M – 534
2022
Q4 		$2.72M Sell
47,970
-39,450
-45% -$2.18M 0.17% 169
2022
Q3 		$4.42M Buy
87,420
+41,480
+90% +$2.24M 0.31% 86
2022
Q2 		$2.47M Buy
+45,940
New +$2.52M 0.19% 137
2021
Q4 		– Sell
-575
Closed -$32K – 639
2021
Q3 		$32K Sell
575
-355
-38% -$20.3K ﹤0.01% 659
2021
Q2 		$51K Sell
930
-2,735
-75% -$145K ﹤0.01% 563
2021
Q1 		$185K Buy
+3,665
New +$184K 0.02% 310
2019
Q1 		– Sell
-525
Closed -$19K – 806
2018
Q4 		$19K Buy
+525
New +$20.1K ﹤0.01% 319

Other funds holding IYH

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
LF
Lighthouse Financial Largo, Florida $222M AUM 23.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

CX Institutional's IYH Position: Q3 2026 in Review

CX Institutional reduced its iShares US Healthcare ETF (IYH) stake by 7.7% in Q3 2026, selling an estimated $1.41K and leaving 240 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

CX Institutional first reported a position in IYH in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.42M in Q3 2022. 147 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • CX Institutional held 240 shares of iShares US Healthcare ETF worth $17K as of Q3 2026.
  • CX Institutional sold 20 iShares US Healthcare ETF shares in Q3 2026, an estimated $1.41K.
  • iShares US Healthcare ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1262 holding.
  • CX Institutional first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 17 quarters since.
  • CX Institutional's iShares US Healthcare ETF position peaked at $4.42M in Q3 2022.
  • 147 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.