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Waterloo Capital’s iShares US Healthcare ETF IYH Stock Holding History

Waterloo Capital’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 		$697K Buy
10,404
+25
+0.2% +$1.56K 0.04% 291
2026
Q1 		$640K Buy
10,379
+31
+0.3% +$2K 0.04% 267
2025
Q4 		$674K Sell
10,348
-154
-1% -$9.72K 0.05% 255
2025
Q3 		$617K Sell
10,502
-625
-6% -$35.6K 0.05% 241
2025
Q2 		$628K Buy
11,127
+31
+0.3% +$1.75K 0.05% 236
2025
Q1 		$676K Buy
11,096
+28
+0.3% +$1.71K 0.06% 211
2024
Q4 		$645K Buy
11,068
+38
+0.3% +$2.35K 0.07% 201
2024
Q3 		$717K Buy
11,030
+39
+0.4% +$2.49K 0.08% 195
2024
Q2 		$673K Buy
10,991
+23
+0.2% +$1.38K 0.08% 185
2024
Q1 		$679K Buy
10,968
+28
+0.3% +$1.68K 0.09% 188
2023
Q4 		$626K Sell
10,940
-120
-1% -$6.53K 0.1% 181
2023
Q3 		$597K Sell
11,060
-5
-0% -$279 0.18% 91
2023
Q2 		$620K Sell
11,065
-2,260
-17% -$126K 0.18% 77
2023
Q1 		$728K Buy
+13,325
New +$731K 0.23% 69

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

Waterloo Capital's IYH Position: Q2 2026 in Review

Waterloo Capital increased its iShares US Healthcare ETF (IYH) stake by 0.24% in Q2 2026, buying an estimated $1.56K and bringing the position to 10,404 shares worth $697K. The position accounts for 0.04% of the portfolio, ranked #291.

Waterloo Capital first reported a position in IYH in Q1 2023 and has held it in 14 quarters since. The position peaked at $728K in Q1 2023. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Waterloo Capital held 10,404 shares of iShares US Healthcare ETF worth $697K as of Q2 2026.
  • Waterloo Capital bought 25 iShares US Healthcare ETF shares in Q2 2026, an estimated $1.56K.
  • iShares US Healthcare ETF made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #291 holding.
  • Waterloo Capital first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 14 quarters since.
  • Waterloo Capital's iShares US Healthcare ETF position peaked at $728K in Q1 2023.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.