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

Viewpoint 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	–	Sell	-20	Closed	-$1.23K	–	127
2026 Q1	$1.23K	Hold	20	–	–	﹤0.01%	131
2025 Q4	$1.3K	Hold	20	–	–	﹤0.01%	131
2025 Q3	$1.17K	Hold	20	–	–	﹤0.01%	147
2025 Q2	$1.13K	Hold	20	–	–	﹤0.01%	133
2025 Q1	$1.22K	Hold	20	–	–	﹤0.01%	138
2024 Q4	$1.17K	Hold	20	–	–	﹤0.01%	134
2024 Q3	$1.29K	Hold	20	–	–	﹤0.01%	136
2024 Q2	$1.23K	Hold	20	–	–	﹤0.01%	137
2024 Q1	$1.24K	Hold	20	–	–	﹤0.01%	132
2023 Q4	$1.15K	Buy	+20	New	+$1.09K	﹤0.01%	129

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

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

Viewpoint Capital Management sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 20 shares — an estimated $1.23K sold.

Viewpoint Capital Management first reported a position in IYH in Q4 2023 and held it in 10 quarters. The position peaked at $1.3K in Q4 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Viewpoint Capital Management reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
Viewpoint Capital Management sold 20 iShares US Healthcare ETF shares in Q2 2026, an estimated $1.23K.
Viewpoint Capital Management first reported a position in iShares US Healthcare ETF in Q4 2023 and held it in 10 quarters.
Viewpoint Capital Management's iShares US Healthcare ETF position peaked at $1.3K in Q4 2025.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.