Kestra Advisory Services
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
Q3 		$30.8M Buy
430,280
+9,798
+2% +$690K 0.09% 228
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 		$3.82M 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

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Three Seasons Wealth
Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Kestra Advisory Services's IYH Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares US Healthcare ETF (IYH) stake by 2.3% in Q3 2026, buying an estimated $690K and bringing the position to 430,280 shares worth $30.8M. The position accounts for 0.09% of the portfolio, ranked #228.

Kestra Advisory Services first reported a position in IYH in Q3 2020 and has held it in 25 quarters since. 249 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Kestra Advisory Services held 430,280 shares of iShares US Healthcare ETF worth $30.8M as of Q3 2026.
  • Kestra Advisory Services bought 9,798 iShares US Healthcare ETF shares in Q3 2026, an estimated $690K.
  • iShares US Healthcare ETF made up 0.09% of Kestra Advisory Services's portfolio in Q3 2026, its #228 holding.
  • Kestra Advisory Services first reported a position in iShares US Healthcare ETF in Q3 2020 and has held it in 25 quarters since.
  • 249 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.