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

Virtue 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 Q1	$1.54M	Buy	+25,525	New	+$1.65M	0.23%	78
2024 Q2	–	Sell	-24,321	Closed	-$1.43M	–	407
2024 Q1	$1.43M	Buy	+24,321	New	+$1.46M	0.26%	72
2023 Q4	–	Sell	-38,720	Closed	-$2.15M	–	402
2023 Q3	$2.15M	Hold	38,720	–	–	0.37%	53
2023 Q2	$2.15M	Buy	+38,720	New	+$2.15M	0.37%	53
2023 Q1	–	Sell	-66,440	Closed	-$3.77M	–	413
2022 Q4	$3.77M	Buy	+66,440	New	+$3.67M	0.58%	25
2022 Q3	–	Sell	-58,595	Closed	-$3.15M	–	283
2022 Q2	$3.15M	Buy	+58,595	New	+$3.22M	0.5%	19
2022 Q1	–	Sell	-26,530	Closed	-$1.59M	–	413
2021 Q4	$1.59M	Buy	+26,530	New	+$1.52M	0.24%	106
2021 Q3	–	Sell	-29,420	Closed	-$1.6M	–	386
2021 Q2	$1.6M	Buy	29,420 +11,550	+65%	+$611K	0.32%	75
2021 Q1	$902K	Buy	+17,870	New	+$898K	0.21%	142

Other funds holding IYH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Virtue Capital Management's IYH Position: Q1 2026 in Review

Virtue Capital Management opened a new position in iShares US Healthcare ETF (IYH) in Q1 2026: 25,525 shares worth $1.54M. The stake represents 0.23% of the portfolio and ranks #78 among its holdings. This is a return to the name: Virtue Capital Management previously reported a position in IYH as recently as Q1 2024.

Virtue Capital Management first reported a position in IYH in Q1 2021 and has held it in 9 quarters since. The position peaked at $3.77M in Q4 2022. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Virtue Capital Management held 25,525 shares of iShares US Healthcare ETF worth $1.54M as of Q1 2026.
iShares US Healthcare ETF was a new Virtue Capital Management position in Q1 2026.
iShares US Healthcare ETF made up 0.23% of Virtue Capital Management's portfolio in Q1 2026, its #78 holding.
Virtue Capital Management first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 9 quarters since.
Virtue Capital Management's iShares US Healthcare ETF position peaked at $3.77M in Q4 2022.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.