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

Whitener 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	$306K	Buy	4,566 +432	+10%	+$27K	0.06%	155
2026 Q1	$255K	Buy	4,134 +87	+2%	+$5.62K	0.06%	162
2025 Q4	$263K	Buy	4,047 +163	+4%	+$10.3K	0.06%	149
2025 Q3	$228K	Buy	+3,884	New	+$221K	0.05%	154
2019 Q4	–	Sell	-100	Closed	-$3K	–	281
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	426
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	413
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	406
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	386
2018 Q3	$4K	Buy	+100	New	+$3.86K	﹤0.01%	386
2018 Q2	–	Sell	-100	Closed	-$3K	–	260
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	408
2017 Q4	$3K	Buy	+100	New	+$3.47K	﹤0.01%	387

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

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

Whitener Capital Management increased its iShares US Healthcare ETF (IYH) stake by 10% in Q2 2026, buying an estimated $27K and bringing the position to 4,566 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #155.

Whitener Capital Management first reported a position in IYH in Q4 2017 and has held it in 11 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Whitener Capital Management held 4,566 shares of iShares US Healthcare ETF worth $306K as of Q2 2026.
Whitener Capital Management bought 432 iShares US Healthcare ETF shares in Q2 2026, an estimated $27K.
iShares US Healthcare ETF made up 0.06% of Whitener Capital Management's portfolio in Q2 2026, its #155 holding.
Whitener Capital Management first reported a position in iShares US Healthcare ETF in Q4 2017 and has held it in 11 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.