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

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

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. 530 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.
530 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.