Kaydan Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Kaydan Wealth 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 Q1	$227K	Hold	3,681	–	–	0.08%	102
2025 Q4	$240K	Hold	3,681	–	–	0.07%	106
2025 Q3	$216K	Hold	3,681	–	–	0.06%	110
2025 Q2	$208K	Hold	3,681	–	–	0.07%	111
2025 Q1	$224K	Hold	3,681	–	–	0.07%	99
2024 Q4	$215K	Hold	3,681	–	–	0.07%	101
2024 Q3	$239K	Hold	3,681	–	–	0.07%	96
2024 Q2	$226K	Hold	3,681	–	–	0.08%	95
2024 Q1	$228K	Buy	3,681 +1	+0%	+$60	0.08%	95
2023 Q4	$211K	Buy	+3,680	New	+$200K	0.09%	94
2023 Q3	–	Sell	-3,680	Closed	-$206K	–	96
2023 Q2	$206K	Hold	3,680	–	–	0.09%	87
2023 Q1	$201K	Hold	3,680	–	–	0.08%	87
2022 Q4	$209K	Buy	+3,680	New	+$203K	0.08%	83
2022 Q2	–	Sell	-3,680	Closed	-$213K	–	100
2022 Q1	$213K	Sell	3,680 -350	-9%	-$19.5K	0.09%	97
2021 Q4	$242K	Buy	+4,030	New	+$230K	0.09%	95

Other funds holding IYH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kaydan Wealth Management's IYH Position: Q1 2026 in Review

Kaydan Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 3,681 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #102.

Kaydan Wealth Management first reported a position in IYH in Q4 2021 and has held it in 15 quarters since. The position peaked at $242K in Q4 2021. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Kaydan Wealth Management held 3,681 shares of iShares US Healthcare ETF worth $227K as of Q1 2026.
Kaydan Wealth Management left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.08% of Kaydan Wealth Management's portfolio in Q1 2026, its #102 holding.
Kaydan Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 15 quarters since.
Kaydan Wealth Management's iShares US Healthcare ETF position peaked at $242K in Q4 2021.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.