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

GKV 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
2025
Q2 		– Sell
-300
Closed -$18.3K – 136
2025
Q1 		$18.3K Hold
300
– – 0.01% 134
2024
Q4 		$17.5K Buy
+300
New +$18.5K 0.01% 145

Other funds holding IYH

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GKV Capital Management's IYH Position: Q2 2025 in Review

GKV Capital Management sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 300 shares — an estimated $18.3K sold.

GKV Capital Management first reported a position in IYH in Q4 2024 and held it in 2 quarters. The position peaked at $18.3K in Q1 2025. 484 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

  • GKV Capital Management reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • GKV Capital Management sold 300 iShares US Healthcare ETF shares in Q2 2025, an estimated $18.3K.
  • GKV Capital Management first reported a position in iShares US Healthcare ETF in Q4 2024 and held it in 2 quarters.
  • GKV Capital Management's iShares US Healthcare ETF position peaked at $18.3K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on GKV Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.