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Key Client Fiduciary Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Key Client Fiduciary Advisors’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 		$303K Sell
4,515
-536
-11% -$33.5K 0.09% 174
2026
Q1 		$311K Sell
5,051
-19
-0.4% -$1.23K 0.11% 164
2025
Q4 		$330K Sell
5,070
-124
-2% -$7.82K 0.11% 147
2025
Q3 		$305K Sell
5,194
-612
-11% -$34.9K 0.1% 160
2025
Q2 		$328K Sell
5,806
-392
-6% -$22.1K 0.13% 147
2025
Q1 		$377K Sell
6,198
-74
-1% -$4.52K 0.17% 127
2024
Q4 		$365K Sell
6,272
-24
-0.4% -$1.48K 0.16% 125
2024
Q3 		$409K Sell
6,296
-1,695
-21% -$108K 0.18% 117
2024
Q2 		$490K Buy
7,991
+15
+0.2% +$902 0.24% 96
2024
Q1 		$494K Buy
7,976
+356
+5% +$21.4K 0.26% 95
2023
Q4 		$436K Sell
7,620
-565
-7% -$30.8K 0.25% 98
2023
Q3 		$442K Buy
8,185
+60
+0.7% +$3.35K 0.27% 91
2023
Q2 		$455K Buy
8,125
+325
+4% +$18.1K 0.27% 89
2023
Q1 		$426K Sell
7,800
-240
-3% -$13.2K 0.27% 86
2022
Q4 		$456K Buy
8,040
+50
+0.6% +$2.76K 0.31% 74
2022
Q3 		$404K Buy
7,990
+340
+4% +$18.4K 0.37% 58
2022
Q2 		$412K Buy
7,650
+1,050
+16% +$57.6K 0.4% 60
2022
Q1 		$381K Buy
6,600
+320
+5% +$17.9K 0.3% 79
2021
Q4 		$377K Buy
+6,280
New +$359K 0.31% 79

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

Key Client Fiduciary Advisors's IYH Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its iShares US Healthcare ETF (IYH) stake by 11% in Q2 2026, selling an estimated $33.5K and leaving 4,515 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #174.

Key Client Fiduciary Advisors first reported a position in IYH in Q4 2021 and has held it in 19 quarters since. The position peaked at $494K in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Key Client Fiduciary Advisors held 4,515 shares of iShares US Healthcare ETF worth $303K as of Q2 2026.
  • Key Client Fiduciary Advisors sold 536 iShares US Healthcare ETF shares in Q2 2026, an estimated $33.5K.
  • iShares US Healthcare ETF made up 0.09% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #174 holding.
  • Key Client Fiduciary Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's iShares US Healthcare ETF position peaked at $494K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.