Truvestments Capital’s iShares US Healthcare ETF IYH Stock Holding History

Truvestments Capital’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	$33.5K	Hold	500	–	–	0.01%	609
2026 Q1	$30.8K	Hold	500	–	–	0.01%	571
2025 Q4	$32.5K	Hold	500	–	–	0.01%	514
2025 Q3	$29.4K	Hold	500	–	–	0.01%	520
2025 Q2	$28.2K	Hold	500	–	–	0.01%	485
2025 Q1	$30.4K	Hold	500	–	–	0.01%	486
2024 Q4	$29.1K	Hold	500	–	–	0.01%	450
2024 Q3	$32.5K	Buy	+500	New	+$31.9K	0.01%	425
2024 Q2	–	Sell	-500	Closed	-$30.9K	–	464
2024 Q1	$30.9K	Hold	500	–	–	0.01%	397
2023 Q4	$28.6K	Hold	500	–	–	0.01%	386
2023 Q3	$27K	Hold	500	–	–	0.01%	347
2023 Q2	$28K	Hold	500	–	–	0.01%	341
2023 Q1	$27.3K	Hold	500	–	–	0.01%	347
2022 Q4	$28.4K	Hold	500	–	–	0.02%	350
2022 Q3	$25K	Hold	500	–	–	0.02%	317
2022 Q2	$27K	Buy	+500	New	+$27.4K	0.02%	314
2022 Q1	–	Sell	-500	Closed	-$30K	–	356
2021 Q4	$30K	Hold	500	–	–	0.02%	313
2021 Q3	$28K	Hold	500	–	–	0.02%	296
2021 Q2	$27K	Sell	500 -500	-50%	-$26.5K	0.01%	301
2021 Q1	$50K	Buy	1,000 +500	+100%	+$25.1K	0.03%	278
2020 Q4	$25K	Hold	500	–	–	0.02%	334
2020 Q3	$23K	Hold	500	–	–	0.02%	223
2020 Q2	$21K	Hold	500	–	–	0.02%	298
2020 Q1	$18K	Buy	+500	New	+$20.6K	0.02%	277
2019 Q4	–	Sell	-500	Closed	-$19K	–	364
2019 Q3	$19K	Hold	500	–	–	0.01%	415
2019 Q2	$20K	Hold	500	–	–	0.01%	427
2019 Q1	$19K	Buy	+500	New	+$19K	0.01%	406
2018 Q3	$20K	Buy	+500	New	+$19.3K	0.01%	511

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

Truvestments Capital's IYH Position: Q2 2026 in Review

Truvestments Capital held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 500 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #609.

Truvestments Capital first reported a position in IYH in Q3 2018 and has held it in 28 quarters since. The position peaked at $50K in Q1 2021. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Truvestments Capital held 500 shares of iShares US Healthcare ETF worth $33.5K as of Q2 2026.
Truvestments Capital left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #609 holding.
Truvestments Capital first reported a position in iShares US Healthcare ETF in Q3 2018 and has held it in 28 quarters since.
Truvestments Capital's iShares US Healthcare ETF position peaked at $50K in Q1 2021.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.