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Kerr Financial Planning’s iShares US Healthcare ETF IYH Stock Holding History

Kerr Financial Planning’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 		$17K Buy
255
+1
+0.4% +$63 0.02% 304
2026
Q1 		$15.3K Buy
254
+2
+0.8% +$129 0.01% 312
2025
Q4 		$16.3K Sell
252
-1,036
-80% -$65.4K 0.02% 304
2025
Q3 		$83K Buy
+1,288
New +$73.4K 0.12% 130

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

Kerr Financial Planning's IYH Position: Q2 2026 in Review

Kerr Financial Planning increased its iShares US Healthcare ETF (IYH) stake by 0.39% in Q2 2026, buying an estimated $63 and bringing the position to 255 shares worth $17K. The position accounts for 0.02% of the portfolio, ranked #304.

Kerr Financial Planning first reported a position in IYH in Q3 2025 and has held it in 4 quarters since. The position peaked at $83K in Q3 2025. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Kerr Financial Planning held 255 shares of iShares US Healthcare ETF worth $17K as of Q2 2026.
  • Kerr Financial Planning bought 1 iShares US Healthcare ETF share in Q2 2026, an estimated $63.
  • iShares US Healthcare ETF made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #304 holding.
  • Kerr Financial Planning first reported a position in iShares US Healthcare ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares US Healthcare ETF position peaked at $83K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.