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Money Concepts Capital’s iShares US Healthcare ETF IYH Stock Holding History

Money Concepts Capital’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 		$2.51M Buy
37,430
+310
+0.8% +$19.4K 0.12% 163
2026
Q1 		$2.29M Buy
37,120
+31,045
+511% +$2.01M 0.13% 166
2025
Q4 		$395K Sell
6,075
-14,890
-71% -$939K 0.02% 384
2025
Q3 		$1.23M Sell
20,965
-371
-2% -$21.1K 0.08% 229
2025
Q2 		$1.21M Buy
21,336
+641
+3% +$36.1K 0.08% 217
2025
Q1 		$1.26M Sell
20,695
-1,139
-5% -$69.6K 0.09% 192
2024
Q4 		$1.27M Sell
21,834
-2,557
-10% -$158K 0.09% 187
2024
Q3 		$1.59M Sell
24,391
-149
-0.6% -$9.52K 0.12% 166
2024
Q2 		$1.5M Sell
24,540
-2,506
-9% -$151K 0.13% 165
2024
Q1 		$1.67M Buy
27,046
+1,671
+7% +$100K 0.15% 168
2023
Q4 		$1.45M Sell
25,375
-1,600
-6% -$87.1K 0.13% 174
2023
Q3 		$1.99M Sell
26,975
-255
-0.9% -$14.3K 0.21% 128
2023
Q2 		$1.53M Sell
27,230
-354,330
-93% -$19.7M 0.16% 156
2023
Q1 		$2.8M Buy
381,560
+350,920
+1,145% +$19.3M 0.16% 120
2022
Q4 		$1.74M Buy
30,640
+2,335
+8% +$129K 0.08% 203
2022
Q3 		$1.43M Sell
28,305
-750
-3% -$40.5K 0.08% 196
2022
Q2 		$1.58M Sell
29,055
-1,955
-6% -$107K 0.14% 156
2022
Q1 		$1.79M Buy
31,010
+1,505
+5% +$84K 0.1% 203
2021
Q4 		$1.77M Buy
+29,505
New +$1.69M 0.15% 146
2021
Q1 		$1.7M Sell
33,580
-295
-0.9% -$14.8K 0.14% 158
2020
Q4 		$1.67M Buy
+33,875
New +$1.6M 0.15% 140

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

Money Concepts Capital's IYH Position: Q2 2026 in Review

Money Concepts Capital increased its iShares US Healthcare ETF (IYH) stake by 0.84% in Q2 2026, buying an estimated $19.4K and bringing the position to 37,430 shares worth $2.51M. The position accounts for 0.12% of the portfolio, ranked #163.

Money Concepts Capital first reported a position in IYH in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.8M in Q1 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Money Concepts Capital held 37,430 shares of iShares US Healthcare ETF worth $2.51M as of Q2 2026.
  • Money Concepts Capital bought 310 iShares US Healthcare ETF shares in Q2 2026, an estimated $19.4K.
  • iShares US Healthcare ETF made up 0.12% of Money Concepts Capital's portfolio in Q2 2026, its #163 holding.
  • Money Concepts Capital first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's iShares US Healthcare ETF position peaked at $2.8M in Q1 2023.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.