How many shares of IYH does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 95,379 shares of IYH (ISHARES U.S. HEALTHCARE ETF).

What is CAPTRUST FINANCIAL ADVISORS's IYH position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's IYH position is worth $6.4M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling IYH?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their IYH position (+299.8% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy IYH?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in IYH in 2018-Q4. They have held the position across 31 quarters.

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CAPTRUST FINANCIAL ADVISORS

IYH
31 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES U.S. HEALTHCARE ETF

Current Value

$6.4M

Current Shares

95,379

Total Value Change

+$6.2M

Total Shares Change

+94,177

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	95,379	+299.8%	$6.4M	0.0%	$67.01	44
2026-Q1	Increased	23,858	+4.1%	$1.5M	0.0%	$65.36	27
2025-Q4	Decreased	22,924	-2.7%	$1.5M	0.0%	$65.50	0
2025-Q3	Decreased	23,569	-3.9%	$1.4M	0.0%	$57.08	0
2025-Q2	Decreased	24,519	-6.0%	$1.4M	0.0%	$55.77	0
2025-Q1	Decreased	26,070	-1.0%	$1.6M	0.0%	$59.76	0
2024-Q4	Decreased	26,339	-0.7%	$1.5M	0.0%	$57.43	0
2024-Q3	Decreased	26,512	-2.0%	$1.7M	0.0%	$63.57	0
2024-Q2	Decreased	27,064	-0.1%	$1.7M	0.0%	$60.07	0
2024-Q1	Increased	27,090	+483.0%	$1.7M	0.0%	$60.57	41
2023-Q4	Decreased	4,647	-3.3%	$1.3M	0.0%	$55.86	0
2023-Q3	Decreased	4,807	-4.9%	$1.3M	0.0%	$52.54	0
2023-Q2	Increased	5,057	+6.3%	$1.4M	0.0%	$53.69	27
2023-Q1	Increased	4,757	+4.5%	$1.3M	0.0%	$52.15	27
2022-Q4	Decreased	4,551	-4.2%	$1.3M	0.0%	$54.69	0
2022-Q3	Increased	4,749	+28.8%	$1.2M	0.0%	$49.22	32
2022-Q2	Decreased	3,686	-1.3%	$991,000	0.0%	$51.65	0
2022-Q1	Decreased	3,736	-11.3%	$1.1M	0.0%	$55.70	0
2021-Q4	Decreased	4,211	-4.3%	$1.3M	0.0%	$57.53	0
2021-Q3	Increased	4,398	+8.6%	$1.2M	0.0%	$52.97	27
2021-Q2	Increased	4,051	+15.7%	$1.1M	0.0%	$51.85	29
2021-Q1	Increased	3,501	+721.8%	$884,000	0.0%	$47.46	40
2020-Q4	Increased	426	+30.3%	$105,000	0.0%	$45.91	28
2020-Q3	Decreased	327	-13.3%	$74,000	0.0%	$42.11	0
2020-Q2	Unchanged	377	0.0%	$82,000	0.0%	$39.64	0
2020-Q1	Decreased	377	-88.8%	$68,000	0.0%	$35.18	0
2019-Q4	Increased	3,378	+161.5%	$730,000	0.0%	$40.02	40
2019-Q3	Decreased	1,292	-7.2%	$244,000	0.0%	$34.75	0
2019-Q2	Increased	1,392	+15.8%	$272,000	0.0%	$36.08	27
2019-Q1	Unchanged	1,202	0.0%	$233,000	0.0%	$35.71	0
2018-Q4	New	1,202	-	$219,000	0.0%	$32.76	32

Other major holders of IYH: Steward Partners Investment Advisory, LLC, FIL Ltd, PRUDENTIAL FINANCIAL INC, UBS Group AG, HSBC HOLDINGS PLC

IYH31 quarters

IYH
31 quarters