KCM Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

KCM Investment Advisors’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	$245K	Hold	3,650	–	–	0.01%	377
2026 Q1	$225K	Hold	3,650	–	–	0.01%	371
2025 Q4	$238K	Hold	3,650	–	–	0.01%	364
2025 Q3	$214K	Hold	3,650	–	–	0.01%	368
2025 Q2	$206K	Hold	3,650	–	–	0.01%	369
2025 Q1	$222K	Sell	3,650 -185	-5%	-$11.3K	0.01%	342
2024 Q4	$223K	Hold	3,835	–	–	0.01%	343
2024 Q3	$249K	Hold	3,835	–	–	0.01%	339
2024 Q2	$235K	Hold	3,835	–	–	0.01%	343
2024 Q1	$237K	Hold	3,835	–	–	0.01%	350
2023 Q4	$220K	Hold	3,835	–	–	0.01%	349
2023 Q3	$207K	Sell	3,835 -2,390	-38%	-$134K	0.01%	351
2023 Q2	$349K	Hold	6,225	–	–	0.01%	306
2023 Q1	$340K	Hold	6,225	–	–	0.01%	317
2022 Q4	$353K	Buy	6,225 +1,775	+40%	+$98K	0.02%	309
2022 Q3	$225K	Hold	4,450	–	–	0.01%	350
2022 Q2	$239K	Hold	4,450	–	–	0.01%	357
2022 Q1	$257K	Buy	4,450 +615	+16%	+$34.3K	0.01%	368
2021 Q4	$230K	Hold	3,835	–	–	0.01%	386
2021 Q3	$212K	Buy	+3,835	New	+$219K	0.01%	375
2015 Q2	–	Sell	-9,145	Closed	-$282K	–	547
2015 Q1	$282K	Hold	9,145	–	–	0.02%	437
2014 Q4	$264K	Hold	9,145	–	–	0.02%	442
2014 Q3	$246K	Hold	9,145	–	–	0.02%	448
2014 Q2	$234K	Hold	9,145	–	–	0.02%	446
2014 Q1	$225K	Hold	9,145	–	–	0.02%	422
2013 Q4	$213K	Sell	9,145 -315	-3%	-$7.08K	0.02%	421
2013 Q3	$202K	Buy	+9,460	New	+$201K	0.02%	417

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

KCM Investment Advisors's IYH Position: Q2 2026 in Review

KCM Investment Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 3,650 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #377.

KCM Investment Advisors first reported a position in IYH in Q3 2013 and has held it in 27 quarters since. The position peaked at $353K in Q4 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

KCM Investment Advisors held 3,650 shares of iShares US Healthcare ETF worth $245K as of Q2 2026.
KCM Investment Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #377 holding.
KCM Investment Advisors first reported a position in iShares US Healthcare ETF in Q3 2013 and has held it in 27 quarters since.
KCM Investment Advisors's iShares US Healthcare ETF position peaked at $353K in Q4 2022.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.