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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
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CX Institutional's IYH Position: Q2 2026 in Review

CX Institutional reduced its iShares US Healthcare ETF (IYH) stake by 98% in Q2 2026, selling an estimated $710K and leaving 260 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

CX Institutional first reported a position in IYH in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.42M in Q3 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • CX Institutional held 260 shares of iShares US Healthcare ETF worth $17K as of Q2 2026.
  • CX Institutional sold 11,347 iShares US Healthcare ETF shares in Q2 2026, an estimated $710K.
  • iShares US Healthcare ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1204 holding.
  • CX Institutional first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 16 quarters since.
  • CX Institutional's iShares US Healthcare ETF position peaked at $4.42M in Q3 2022.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.