KFS
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Kelly Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-310
Closed -$19K – 442
2024
Q2 		$19K Hold
310
– – 0.01% 337
2024
Q1 		$19.2K Sell
310
-135
-30% -$8.12K 0.01% 335
2023
Q4 		$25.5K Sell
445
-11,695
-96% -$637K 0.01% 273
2023
Q3 		$656K Sell
12,140
-240
-2% -$13.4K 0.3% 48
2023
Q2 		$694K Buy
12,380
+150
+1% +$8.34K 0.33% 42
2023
Q1 		$668K Buy
12,230
+75
+0.6% +$4.12K 0.34% 38
2022
Q4 		$690K Buy
12,155
+670
+6% +$37K 0.36% 38
2022
Q3 		$581K Buy
11,485
+11,155
+3,380% +$603K 0.34% 34
2022
Q2 		$17.7K Buy
330
+245
+288% +$13.4K 0.01% 266
2022
Q1 		$4.91K Buy
+85
New +$4.75K ﹤0.01% 434

Other funds holding IYH

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LPL Financial
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UBS Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return