Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MCC
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
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
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
PRS
Pinkerton Retirement Specialists
Coeur D Alene, Idaho
$1.1B AUM
30.57%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close