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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
Q2 		$1.36M Sell
20,248
-1,901
-9% -$119K 0.01% 753
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
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 Private Wealth Services's IYH Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares US Healthcare ETF (IYH) stake by 8.6% in Q2 2026, selling an estimated $119K and leaving 20,248 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #753.

Kestra Private Wealth Services first reported a position in IYH in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.4M in Q4 2025. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Kestra Private Wealth Services held 20,248 shares of iShares US Healthcare ETF worth $1.36M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,901 iShares US Healthcare ETF shares in Q2 2026, an estimated $119K.
  • iShares US Healthcare ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #753 holding.
  • Kestra Private Wealth Services first reported a position in iShares US Healthcare ETF in Q1 2022 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's iShares US Healthcare ETF position peaked at $1.4M in Q4 2025.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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