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

Vivaldi 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
-12,733
Closed -$785K – 124
2026
Q1 		$785K Sell
12,733
-1,030
-7% -$66.5K 0.11% 119
2025
Q4 		$896K Sell
13,763
-36
-0.3% -$2.27K 0.12% 111
2025
Q3 		$810K Buy
13,799
+37
+0.3% +$2.11K 0.11% 119
2025
Q2 		$777K Sell
13,762
-12,712
-48% -$717K 0.12% 120
2025
Q1 		$1.61M Hold
26,474
– – 0.26% 81
2024
Q4 		$1.65M Buy
26,474
+5,365
+25% +$332K 0.25% 79
2024
Q3 		$1.37M Sell
21,109
-309
-1% -$19.7K 0.4% 57
2024
Q2 		$1.31M Buy
21,418
+100
+0.5% +$6.02K 0.37% 64
2024
Q1 		$1.28M Buy
21,318
+3,138
+17% +$189K 0.37% 68
2023
Q4 		$1.09M Buy
18,180
+6,770
+59% +$369K 0.33% 82
2023
Q3 		$616K Sell
11,410
-4,920
-30% -$275K 0.2% 96
2023
Q2 		$915K Hold
16,330
– – 0.28% 81
2023
Q1 		$892K Sell
16,330
-520
-3% -$28.5K 0.27% 78
2022
Q4 		$939K Buy
16,850
+2,415
+17% +$133K 0.23% 98
2022
Q3 		$740K Buy
14,435
+545
+4% +$29.4K 0.2% 98
2022
Q2 		$747K Sell
13,890
-335
-2% -$18.4K 0.19% 97
2022
Q1 		$763K Sell
14,225
-2,340
-14% -$131K 0.2% 99
2021
Q4 		$995K Hold
16,565
– – 0.23% 82
2021
Q3 		$914K Hold
16,565
– – 0.2% 85
2021
Q2 		$957K Hold
16,565
– – 0.19% 93
2021
Q1 		$877K Hold
16,565
– – 0.17% 97
2020
Q4 		$815K Buy
16,565
+2,055
+14% +$97K 0.17% 104
2020
Q3 		$701K Buy
14,510
+525
+4% +$23.8K 0.16% 115
2020
Q2 		$644K Buy
+13,985
New +$590K 0.13% 117

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Vivaldi Capital Management sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 12,733 shares — an estimated $785K sold.

Vivaldi Capital Management first reported a position in IYH in Q2 2020 and held it in 24 quarters. The position peaked at $1.65M in Q4 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Vivaldi Capital Management reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 12,733 iShares US Healthcare ETF shares in Q2 2026, an estimated $785K.
  • Vivaldi Capital Management first reported a position in iShares US Healthcare ETF in Q2 2020 and held it in 24 quarters.
  • Vivaldi Capital Management's iShares US Healthcare ETF position peaked at $1.65M in Q4 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.