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

Kestra Private Wealth 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 Q1	$1.37M	Buy	22,149 +590	+3%	+$38.1K	0.02%	693
2025 Q4	$1.4M	Buy	21,559 +1,408	+7%	+$88.8K	0.02%	663
2025 Q3	$1.18M	Buy	20,151 +1,042	+5%	+$59.3K	0.02%	709
2025 Q2	$1.08M	Buy	19,109 +4,121	+27%	+$232K	0.02%	718
2025 Q1	$913K	Buy	14,988 +639	+4%	+$39K	0.02%	710
2024 Q4	$836K	Sell	14,349 -166	-1%	-$10.3K	0.01%	707
2024 Q3	$943K	Buy	14,515 +2,968	+26%	+$190K	0.02%	632
2024 Q2	$707K	Buy	11,547 +697	+6%	+$41.9K	0.01%	697
2024 Q1	$672K	Buy	10,850 +1,530	+16%	+$92K	0.02%	688
2023 Q4	$534K	Buy	9,320 +4,795	+106%	+$261K	0.01%	705
2023 Q3	$244K	Hold	4,525	–	–	0.01%	957
2023 Q2	$254K	Buy	4,525 +445	+11%	+$24.7K	0.01%	877
2023 Q1	$223K	Buy	4,080 +5	+0.1%	+$274	0.01%	884
2022 Q4	$231K	Buy	4,075 +5	+0.1%	+$276	0.01%	750
2022 Q3	$206K	Buy	4,070 +10	+0.2%	+$540	0.01%	782
2022 Q2	$218K	Buy	4,060 +5	+0.1%	+$274	0.01%	765
2022 Q1	$234K	Buy	+4,055	New	+$226K	0.01%	832

Other funds holding IYH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Private Wealth Services's IYH Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares US Healthcare ETF (IYH) stake by 2.7% in Q1 2026, buying an estimated $38.1K and bringing the position to 22,149 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #693.

Kestra Private Wealth Services first reported a position in IYH in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.4M in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Kestra Private Wealth Services held 22,149 shares of iShares US Healthcare ETF worth $1.37M as of Q1 2026.
Kestra Private Wealth Services bought 590 iShares US Healthcare ETF shares in Q1 2026, an estimated $38.1K.
iShares US Healthcare ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #693 holding.
Kestra Private Wealth Services first reported a position in iShares US Healthcare ETF in Q1 2022 and has held it in 17 quarters since.
Kestra Private Wealth Services's iShares US Healthcare ETF position peaked at $1.4M in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.