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CAPTRUST FINANCIAL ADVISORS: IYH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IYH, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 95,379 IYH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,379 shares
    Change vs previous 13F +71,521 shares

    0.01% of the 13F portfolio, value $6,391,347.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,858 shares
    Change vs previous 13F +934 shares

    <0.01% of the 13F portfolio, value $1,469,340.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,924 shares
    Change vs previous 13F -645 shares

    <0.01% of the 13F portfolio, value $1,492,352.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,569 shares
    Change vs previous 13F -950 shares

    <0.01% of the 13F portfolio, value $1,383,972.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,519 shares
    Change vs previous 13F -1,551 shares

    <0.01% of the 13F portfolio, value $1,384,833.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,070 shares
    Change vs previous 13F -269 shares

    <0.01% of the 13F portfolio, value $1,587,402.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,339 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $1,534,774.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,512 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,723,280.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).