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

Keebeck 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 		– Sell
-3,878
Closed -$252K – 441
2025
Q4 		$252K Sell
3,878
-90
-2% -$5.68K 0.03% 322
2025
Q3 		$233K Sell
3,968
-343
-8% -$19.5K 0.03% 332
2025
Q2 		$243K Sell
4,311
-331
-7% -$18.7K 0.03% 307
2025
Q1 		$283K Sell
4,642
-605
-12% -$37K 0.04% 229
2024
Q4 		$306K Sell
5,247
-70
-1% -$4.33K 0.04% 214
2024
Q3 		$346K Sell
5,317
-859
-14% -$54.9K 0.05% 201
2024
Q2 		$378K Sell
6,176
-74
-1% -$4.45K 0.06% 195
2024
Q1 		$387K Sell
6,250
-25
-0.4% -$1.5K 0.06% 209
2023
Q4 		$359K Sell
6,275
-3,305
-34% -$180K 0.06% 202
2023
Q3 		$523K Sell
9,580
-13,225
-58% -$739K 0.09% 169
2023
Q2 		$1.28M Buy
22,805
+7,365
+48% +$409K 0.18% 109
2023
Q1 		$843K Sell
15,440
-1,295
-8% -$71.1K 0.14% 123
2022
Q4 		$950K Buy
16,735
+6,030
+56% +$333K 0.17% 115
2022
Q3 		$542K Sell
10,705
-120
-1% -$6.48K 0.1% 140
2022
Q2 		$582K Buy
+10,825
New +$594K 0.11% 142

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Keebeck Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 3,878 shares — an estimated $252K sold.

Keebeck Wealth Management first reported a position in IYH in Q2 2022 and held it in 15 quarters. The position peaked at $1.28M in Q2 2023. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Keebeck Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Keebeck Wealth Management sold 3,878 iShares US Healthcare ETF shares in Q1 2026, an estimated $252K.
  • Keebeck Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2022 and held it in 15 quarters.
  • Keebeck Wealth Management's iShares US Healthcare ETF position peaked at $1.28M in Q2 2023.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.