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U.S. Capital Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		$1.2M Sell
19,424
-535
-3% -$34.6K 0.03% 466
2025
Q4 		$1.3M Buy
19,959
+2
+0% +$126 0.03% 426
2025
Q3 		$1.17M Buy
19,957
+277
+1% +$15.8K 0.03% 442
2025
Q2 		$1.11M Buy
19,680
+1,892
+11% +$107K 0.03% 407
2025
Q1 		$1.08M Buy
17,788
+741
+4% +$45.3K 0.03% 410
2024
Q4 		$993K Buy
17,047
+4,596
+37% +$284K 0.03% 424
2024
Q3 		$809K Buy
12,451
+2,546
+26% +$163K 0.03% 382
2024
Q2 		$607K Sell
9,905
-1,130
-10% -$68K 0.02% 416
2024
Q1 		$683K Sell
11,035
-10
-0.1% -$601 0.03% 410
2023
Q4 		$632K Sell
11,045
-1,065
-9% -$58K 0.03% 406
2023
Q3 		$654K Buy
12,110
+445
+4% +$24.9K 0.03% 380
2023
Q2 		$654K Buy
11,665
+490
+4% +$27.2K 0.03% 396
2023
Q1 		$610K Buy
11,175
+405
+4% +$22.2K 0.03% 394
2022
Q4 		$611K Buy
10,770
+120
+1% +$6.62K 0.03% 418
2022
Q3 		$539K Buy
10,650
+40
+0.4% +$2.16K 0.03% 427
2022
Q2 		$571K Buy
10,610
+1,410
+15% +$77.4K 0.03% 434
2022
Q1 		$531K Buy
9,200
+485
+6% +$27.1K 0.02% 503
2021
Q4 		$524K Sell
8,715
-1,895
-18% -$108K 0.02% 501
2021
Q3 		$586K Buy
+10,610
New +$607K 0.03% 484

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

U.S. Capital Wealth Advisors's IYH Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares US Healthcare ETF (IYH) stake by 2.7% in Q1 2026, selling an estimated $34.6K and leaving 19,424 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #466.

U.S. Capital Wealth Advisors first reported a position in IYH in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q4 2025. 514 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • U.S. Capital Wealth Advisors held 19,424 shares of iShares US Healthcare ETF worth $1.2M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 535 iShares US Healthcare ETF shares in Q1 2026, an estimated $34.6K.
  • iShares US Healthcare ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #466 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's iShares US Healthcare ETF position peaked at $1.3M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.