Evergreen Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Evergreen Capital Management’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	$379K	Hold	5,652	–	–	0.01%	1068
2026 Q1	$348K	Sell	5,652 -4,605	-45%	-$298K	0.01%	1015
2025 Q4	$668K	Buy	10,257 +3,371	+49%	+$213K	0.01%	590
2025 Q3	$404K	Buy	6,886 +1,070	+18%	+$60.9K	0.01%	759
2025 Q2	$329K	Hold	5,816	–	–	0.01%	760
2025 Q1	$354K	Hold	5,816	–	–	0.01%	663
2024 Q4	$339K	Hold	5,816	–	–	0.01%	677
2024 Q3	$378K	Hold	5,816	–	–	0.01%	620
2024 Q2	$356K	Hold	5,816	–	–	0.01%	591
2024 Q1	$360K	Buy	5,816 +1	+0%	+$60	0.01%	562
2023 Q4	$333K	Buy	5,815 +2,000	+52%	+$109K	0.01%	545
2023 Q3	$207K	Hold	3,815	–	–	0.01%	697
2023 Q2	$214K	Buy	+3,815	New	+$212K	0.01%	701

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

Evergreen Capital Management's IYH Position: Q2 2026 in Review

Evergreen Capital Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 5,652 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1068.

Evergreen Capital Management first reported a position in IYH in Q2 2023 and has held it in 13 quarters since. The position peaked at $668K in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Evergreen Capital Management held 5,652 shares of iShares US Healthcare ETF worth $379K as of Q2 2026.
Evergreen Capital Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1068 holding.
Evergreen Capital Management first reported a position in iShares US Healthcare ETF in Q2 2023 and has held it in 13 quarters since.
Evergreen Capital Management's iShares US Healthcare ETF position peaked at $668K in Q4 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.