Sonata Capital Group’s iShares US Healthcare ETF IYH Stock Holding History

Sonata Capital Group’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	$268K	Hold	4,000	–	–	0.09%	119
2026 Q1	$247K	Hold	4,000	–	–	0.09%	115
2025 Q4	$260K	Hold	4,000	–	–	0.09%	112
2025 Q3	$235K	Hold	4,000	–	–	0.09%	117
2025 Q2	$226K	Hold	4,000	–	–	0.09%	115
2025 Q1	$244K	Hold	4,000	–	–	0.11%	103
2024 Q4	$233K	Hold	4,000	–	–	0.1%	107
2024 Q3	$260K	Sell	4,000 -500	-11%	-$31.9K	0.11%	105
2024 Q2	$276K	Hold	4,500	–	–	0.14%	80
2024 Q1	$279K	Hold	4,500	–	–	0.13%	101
2023 Q4	$258K	Hold	4,500	–	–	0.13%	98
2023 Q3	$243K	Buy	4,500 +50	+1%	+$2.79K	0.13%	94
2023 Q2	$249K	Hold	4,450	–	–	0.13%	96
2023 Q1	$243K	Sell	4,450 -250	-5%	-$13.7K	0.13%	94
2022 Q4	$267K	Hold	4,700	–	–	0.15%	92
2022 Q3	$238K	Buy	+4,700	New	+$254K	0.13%	98
2021 Q1	–	Sell	-4,750	Closed	-$234K	–	129
2020 Q4	$234K	Hold	4,750	–	–	0.12%	115
2020 Q3	$216K	Sell	4,750 -1,000	-17%	-$45.3K	0.13%	112
2020 Q2	$248K	Hold	5,750	–	–	0.16%	97
2020 Q1	$216K	Hold	5,750	–	–	0.16%	97
2019 Q4	$248K	Hold	5,750	–	–	0.15%	97
2019 Q3	$217K	Hold	5,750	–	–	0.15%	100
2019 Q2	$225K	Sell	5,750 -1,000	-15%	-$37.9K	0.16%	96
2019 Q1	$262K	Hold	6,750	–	–	0.2%	86
2018 Q4	$244K	Sell	6,750 -5,000	-43%	-$192K	0.2%	89
2018 Q3	$477K	Hold	11,750	–	–	0.32%	65
2018 Q2	$419K	Sell	11,750 -1,000	-8%	-$35.3K	0.3%	71
2018 Q1	$440K	Sell	12,750 -2,000	-14%	-$72K	0.32%	68
2017 Q4	$514K	Sell	14,750 -1,000	-6%	-$34.7K	0.37%	61
2017 Q3	$541K	Hold	15,750	–	–	0.4%	61
2017 Q2	$524K	Hold	15,750	–	–	0.39%	56
2017 Q1	$490K	Sell	15,750 -1,000	-6%	-$30.5K	0.37%	58
2016 Q4	$483K	Sell	16,750 -1,000	-6%	-$29K	0.38%	56
2016 Q3	$533K	Hold	17,750	–	–	0.43%	53
2016 Q2	$527K	Hold	17,750	–	–	0.45%	53
2016 Q1	$499K	Hold	17,750	–	–	0.43%	53
2015 Q4	$533K	Hold	17,750	–	–	0.47%	52
2015 Q3	$497K	Hold	17,750	–	–	0.46%	51
2015 Q2	$563K	Hold	17,750	–	–	0.48%	50
2015 Q1	$548K	Sell	17,750 -1,350	-7%	-$40.8K	0.48%	52
2014 Q4	$551K	Buy	+19,100	New	+$538K	0.5%	52

Other funds holding IYH

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

Sonata Capital Group's IYH Position: Q2 2026 in Review

Sonata Capital Group held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 4,000 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #119.

Sonata Capital Group first reported a position in IYH in Q4 2014 and has held it in 41 quarters since. The position peaked at $563K in Q2 2015. 234 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Sonata Capital Group held 4,000 shares of iShares US Healthcare ETF worth $268K as of Q2 2026.
Sonata Capital Group left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.09% of Sonata Capital Group's portfolio in Q2 2026, its #119 holding.
Sonata Capital Group first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 41 quarters since.
Sonata Capital Group's iShares US Healthcare ETF position peaked at $563K in Q2 2015.
234 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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