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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
Q2 		$210K Buy
+3,141
New +$197K 0.02% 451
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 $786B AUM 40.34% 1-Year Est. Return
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Keebeck Wealth Management's IYH Position: Q2 2026 in Review

Keebeck Wealth Management opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 3,141 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #451 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in IYH as recently as Q4 2025.

Keebeck Wealth Management first reported a position in IYH in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q2 2023. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Keebeck Wealth Management held 3,141 shares of iShares US Healthcare ETF worth $210K as of Q2 2026.
  • iShares US Healthcare ETF was a new Keebeck Wealth Management position in Q2 2026.
  • iShares US Healthcare ETF made up 0.02% of Keebeck Wealth Management's portfolio in Q2 2026, its #451 holding.
  • Keebeck Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2022 and has held it in 16 quarters since.
  • Keebeck Wealth Management's iShares US Healthcare ETF position peaked at $1.28M in Q2 2023.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.