KAS
IYH icon

Kestra Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Kestra Advisory 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
2026
Q2 		$28.2M Sell
420,482
-723
-0.2% -$45.2K 0.09% 232
2026
Q1 		$26M Buy
421,205
+33,731
+9% +$2.18M 0.1% 206
2025
Q4 		$25.2M Buy
387,474
+90,368
+30% +$5.7M 0.1% 202
2025
Q3 		$17.4M Sell
297,106
-14,039
-5% -$800K 0.08% 255
2025
Q2 		$17.6M Sell
311,145
-2,593
-0.8% -$146K 0.09% 233
2025
Q1 		$19.1M Sell
313,738
-6,552
-2% -$400K 0.09% 189
2024
Q4 		$18.7M Sell
320,290
-16,134
-5% -$997K 0.1% 197
2024
Q3 		$21.9M Sell
336,424
-3,352
-1% -$214K 0.12% 174
2024
Q2 		$20.6M Buy
339,776
+1,104
+0.3% +$66.4K 0.12% 187
2024
Q1 		$21M Buy
338,672
+26,122
+8% +$1.57M 0.14% 143
2023
Q4 		$17.9M Buy
312,550
+103,690
+50% +$5.64M 0.15% 140
2023
Q3 		$11.3M Buy
208,860
+147,425
+240% +$8.24M 0.11% 208
2023
Q2 		$3.44M Buy
61,435
+3,170
+5% +$176K 0.03% 499
2023
Q1 		$3.18M Sell
58,265
-10,120
-15% -$555K 0.03% 490
2022
Q4 		$3.88M Buy
68,385
+9,435
+16% +$521K 0.03% 512
2022
Q3 		$2.98M Buy
58,950
+90
+0.2% +$4.86K 0.03% 525
2022
Q2 		$3.17M Sell
58,860
-3,970
-6% -$218K 0.03% 500
2022
Q1 		$3.63M Sell
62,830
-680
-1% -$38K 0.04% 465
2021
Q4 		$3.81M Sell
63,510
-1,995
-3% -$114K 0.04% 454
2021
Q3 		$3.62M Buy
65,505
+3,185
+5% +$182K 0.04% 502
2021
Q2 		$3.4M Sell
62,320
-5,475
-8% -$290K 0.04% 475
2021
Q1 		$3.42M Sell
67,795
-32,910
-33% -$1.65M 0.04% 427
2020
Q4 		$4.9M Buy
100,705
+16,360
+19% +$772K 0.06% 339
2020
Q3 		$3.83M Buy
+84,345
New +$3.82M 0.07% 283

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

Kestra Advisory Services's IYH Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 0.17% in Q2 2026, selling an estimated $45.2K and leaving 420,482 shares worth $28.2M. The position accounts for 0.09% of the portfolio, ranked #232.

Kestra Advisory Services first reported a position in IYH in Q3 2020 and has held it in 24 quarters since. 530 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Kestra Advisory Services held 420,482 shares of iShares US Healthcare ETF worth $28.2M as of Q2 2026.
  • Kestra Advisory Services sold 723 iShares US Healthcare ETF shares in Q2 2026, an estimated $45.2K.
  • iShares US Healthcare ETF made up 0.09% of Kestra Advisory Services's portfolio in Q2 2026, its #232 holding.
  • Kestra Advisory Services first reported a position in iShares US Healthcare ETF in Q3 2020 and has held it in 24 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.