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

Narwhal 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	$251K	Hold	3,750	–	–	0.02%	149
2026 Q1	$231K	Hold	3,750	–	–	0.02%	158
2025 Q4	$244K	Hold	3,750	–	–	0.02%	156
2025 Q3	$220K	Hold	3,750	–	–	0.02%	158
2025 Q2	$212K	Hold	3,750	–	–	0.02%	155
2025 Q1	$228K	Hold	3,750	–	–	0.02%	157
2024 Q4	$219K	Hold	3,750	–	–	0.02%	157
2024 Q3	$244K	Hold	3,750	–	–	0.02%	152
2024 Q2	$230K	Hold	3,750	–	–	0.02%	154
2024 Q1	$232K	Hold	3,750	–	–	0.02%	152
2023 Q4	$215K	Hold	3,750	–	–	0.02%	159
2023 Q3	$203K	Hold	3,750	–	–	0.02%	157
2023 Q2	$210K	Hold	3,750	–	–	0.02%	156
2023 Q1	$205K	Hold	3,750	–	–	0.03%	151
2022 Q4	$213K	Buy	+3,750	New	+$207K	0.03%	148
2022 Q3	–	Sell	-3,750	Closed	-$202K	–	157
2022 Q2	$202K	Hold	3,750	–	–	0.03%	140
2022 Q1	$217K	Hold	3,750	–	–	0.03%	138
2021 Q4	$225K	Hold	3,750	–	–	0.03%	144
2021 Q3	$207K	Sell	3,750 -2,000	-35%	-$114K	0.03%	145
2021 Q2	$314K	Hold	5,750	–	–	0.04%	129
2021 Q1	$290K	Hold	5,750	–	–	0.04%	130
2020 Q4	$283K	Hold	5,750	–	–	0.04%	128
2020 Q3	$261K	Hold	5,750	–	–	0.04%	121
2020 Q2	$248K	Hold	5,750	–	–	0.04%	122
2020 Q1	$216K	Hold	5,750	–	–	0.05%	119
2019 Q4	$248K	Hold	5,750	–	–	0.05%	126
2019 Q3	$217K	Hold	5,750	–	–	0.04%	128
2019 Q2	$225K	Hold	5,750	–	–	0.05%	124
2019 Q1	$223K	Hold	5,750	–	–	0.05%	136
2018 Q4	$208K	Hold	5,750	–	–	0.05%	131
2018 Q3	$233K	Hold	5,750	–	–	0.05%	138
2018 Q2	$205K	Buy	+5,750	New	+$203K	0.05%	137
2018 Q1	–	Sell	-5,750	Closed	-$200K	–	147
2017 Q4	$200K	Buy	+5,750	New	+$200K	0.05%	146

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

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

Narwhal Capital Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 3,750 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #149.

Narwhal Capital Management first reported a position in IYH in Q4 2017 and has held it in 33 quarters since. The position peaked at $314K in Q2 2021. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Narwhal Capital Management held 3,750 shares of iShares US Healthcare ETF worth $251K as of Q2 2026.
Narwhal Capital Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.02% of Narwhal Capital Management's portfolio in Q2 2026, its #149 holding.
Narwhal Capital Management first reported a position in iShares US Healthcare ETF in Q4 2017 and has held it in 33 quarters since.
Narwhal Capital Management's iShares US Healthcare ETF position peaked at $314K in Q2 2021.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.