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

Sage 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	$521K	Buy	7,768 +19	+0.2%	+$1.19K	0.2%	90
2026 Q1	$478K	Buy	7,749 +23	+0.3%	+$1.49K	0.22%	87
2025 Q4	$503K	Buy	7,726 +28	+0.4%	+$1.77K	0.23%	85
2025 Q3	$452K	Buy	7,698 +24	+0.3%	+$1.37K	0.2%	95
2025 Q2	$433K	Sell	7,674 -813	-10%	-$45.9K	0.21%	92
2025 Q1	$517K	Sell	8,487 -2,667	-24%	-$163K	0.28%	79
2024 Q4	$650K	Buy	11,154 +34	+0.3%	+$2.1K	0.33%	69
2024 Q3	$723K	Buy	11,120 +36	+0.3%	+$2.3K	0.35%	65
2024 Q2	$679K	Buy	11,084 +20	+0.2%	+$1.2K	0.36%	65
2024 Q1	$685K	Buy	11,064 +24	+0.2%	+$1.44K	0.37%	68
2023 Q4	$632K	Buy	+11,040	New	+$601K	0.38%	68

Other funds holding IYH

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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 $43.3B AUM 29.3% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

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

Sage Capital Management increased its iShares US Healthcare ETF (IYH) stake by 0.25% in Q2 2026, buying an estimated $1.19K and bringing the position to 7,768 shares worth $521K. The position accounts for 0.2% of the portfolio, ranked #90.

Sage Capital Management first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $723K in Q3 2024. 175 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Sage Capital Management held 7,768 shares of iShares US Healthcare ETF worth $521K as of Q2 2026.
Sage Capital Management bought 19 iShares US Healthcare ETF shares in Q2 2026, an estimated $1.19K.
iShares US Healthcare ETF made up 0.2% of Sage Capital Management's portfolio in Q2 2026, its #90 holding.
Sage Capital Management first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
Sage Capital Management's iShares US Healthcare ETF position peaked at $723K in Q3 2024.
175 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.