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

Triumph 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 		$67K Hold
1,000
– – 0.01% 591
2026
Q1 		$61.6K Hold
1,000
– – 0.01% 577
2025
Q4 		$65.1K Buy
+1,000
New +$63.1K 0.01% 547

Other funds holding IYH

OC
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
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
NO
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
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

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

Triumph Capital Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 1,000 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #591.

Triumph Capital Management first reported a position in IYH in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Triumph Capital Management held 1,000 shares of iShares US Healthcare ETF worth $67K as of Q2 2026.
  • Triumph Capital Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #591 holding.
  • Triumph Capital Management first reported a position in iShares US Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.