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 Q2	$1.57M	Sell	23,458 -2,067	-8%	-$129K	0.21%	102
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 $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

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

Virtue Capital Management reduced its iShares US Healthcare ETF (IYH) stake by 8.1% in Q2 2026, selling an estimated $129K and leaving 23,458 shares worth $1.57M. The position accounts for 0.21% of the portfolio, ranked #102.

Virtue Capital Management first reported a position in IYH in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.77M in Q4 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Virtue Capital Management held 23,458 shares of iShares US Healthcare ETF worth $1.57M as of Q2 2026.
Virtue Capital Management sold 2,067 iShares US Healthcare ETF shares in Q2 2026, an estimated $129K.
iShares US Healthcare ETF made up 0.21% of Virtue Capital Management's portfolio in Q2 2026, its #102 holding.
Virtue Capital Management first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 10 quarters since.
Virtue Capital Management's iShares US Healthcare ETF position peaked at $3.77M in Q4 2022.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.