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Keel Point’s iShares US Healthcare ETF IYH Stock Holding History

Keel Point’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 		$256K Hold
4,147
– – 0.02% 382
2025
Q4 		$270K Hold
4,147
– – 0.02% 438
2025
Q3 		$244K Hold
4,147
– – 0.02% 456
2025
Q2 		$234K Hold
4,147
– – 0.02% 445
2025
Q1 		$253K Hold
4,147
– – 0.02% 384
2024
Q4 		$242K Sell
4,147
-2,361
-36% -$146K 0.02% 372
2024
Q3 		$423K Sell
6,508
-115
-2% -$7.35K 0.04% 267
2024
Q2 		$422K Buy
6,623
+1,771
+37% +$107K 0.04% 262
2024
Q1 		$300K Sell
4,852
-9,148
-65% -$550K 0.03% 283
2023
Q4 		$801K Buy
14,000
+10
+0.1% +$544 0.1% 133
2023
Q3 		$756K Sell
13,990
-9,045
-39% -$506K 0.1% 127
2023
Q2 		$1.29M Sell
23,035
-29,635
-56% -$1.65M 0.17% 91
2023
Q1 		$2.88M Sell
52,670
-8,595
-14% -$472K 0.42% 54
2022
Q4 		$3.48M Buy
61,265
+12,235
+25% +$675K 0.55% 46
2022
Q3 		$2.48M Buy
49,030
+15,530
+46% +$839K 0.43% 59
2022
Q2 		$1.87M Buy
33,500
+6,405
+24% +$352K 0.29% 63
2022
Q1 		$1.56M Sell
27,095
-5,600
-17% -$313K 0.23% 78
2021
Q4 		$1.96M Buy
32,695
+240
+0.7% +$13.7K 0.22% 74
2021
Q3 		$1.79M Sell
32,455
-4,125
-11% -$236K 0.23% 79
2021
Q2 		$2M Buy
+36,580
New +$1.94M 0.22% 81
2020
Q1 		– Sell
-156,500
Closed -$6.75M – 189
2019
Q4 		$6.75M Buy
+156,500
New +$6.32M 0.73% 29
2019
Q1 		– Sell
-259,235
Closed -$9.37M – 206
2018
Q4 		$9.37M Buy
259,235
+1,015
+0.4% +$38.9K 1.27% 15
2018
Q3 		$10.5M Buy
+258,220
New +$9.96M 1.3% 18

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

Keel Point's IYH Position: Q1 2026 in Review

Keel Point held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 4,147 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #382.

Keel Point first reported a position in IYH in Q3 2018 and has held it in 23 quarters since. The position peaked at $10.5M in Q3 2018. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Keel Point held 4,147 shares of iShares US Healthcare ETF worth $256K as of Q1 2026.
  • Keel Point left its iShares US Healthcare ETF share count unchanged in Q1 2026.
  • iShares US Healthcare ETF made up 0.02% of Keel Point's portfolio in Q1 2026, its #382 holding.
  • Keel Point first reported a position in iShares US Healthcare ETF in Q3 2018 and has held it in 23 quarters since.
  • Keel Point's iShares US Healthcare ETF position peaked at $10.5M in Q3 2018.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.