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

Lazari 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	$315K	Sell	4,706 -1	-0%	-$63	0.1%	129
2026 Q1	$290K	Sell	4,707 -92	-2%	-$5.94K	0.1%	122
2025 Q4	$312K	Buy	4,799 +70	+1%	+$4.42K	0.1%	115
2025 Q3	$278K	Sell	4,729 -199	-4%	-$11.3K	0.09%	119
2025 Q2	$278K	Sell	4,928 -100	-2%	-$5.64K	0.1%	111
2025 Q1	$306K	Buy	5,028 +196	+4%	+$12K	0.13%	101
2024 Q4	$282K	Buy	4,832 +222	+5%	+$13.7K	0.11%	104
2024 Q3	$300K	Buy	+4,610	New	+$295K	0.13%	102

Other funds holding IYH

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 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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Lazari Capital Management reduced its iShares US Healthcare ETF (IYH) stake by 0.02% in Q2 2026, selling an estimated $63 and leaving 4,706 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #129.

Lazari Capital Management first reported a position in IYH in Q3 2024 and has held it in 8 quarters since. 234 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Lazari Capital Management held 4,706 shares of iShares US Healthcare ETF worth $315K as of Q2 2026.
Lazari Capital Management sold 1 iShares US Healthcare ETF share in Q2 2026, an estimated $63.
iShares US Healthcare ETF made up 0.1% of Lazari Capital Management's portfolio in Q2 2026, its #129 holding.
Lazari Capital Management first reported a position in iShares US Healthcare ETF in Q3 2024 and has held it in 8 quarters since.
234 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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