Key Financial Inc’s iShares US Healthcare ETF IYH Stock Holding History

Key Financial Inc’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	$125K	Buy	1,865 +4	+0.2%	+$250	0.02%	382
2026 Q1	$115K	Buy	1,861 +4	+0.2%	+$258	0.02%	385
2025 Q4	$121K	Buy	1,857 +6	+0.3%	+$379	0.02%	364
2025 Q3	$112K	Buy	1,851 +5	+0.3%	+$285	0.02%	379
2025 Q2	$104K	Buy	1,846 +5	+0.3%	+$282	0.02%	375
2025 Q1	$112K	Buy	1,841 +4	+0.2%	+$244	0.02%	338
2024 Q4	$107K	Buy	1,837 +5	+0.3%	+$309	0.02%	336
2024 Q3	$119K	Sell	1,832 -318	-15%	-$20.3K	0.03%	327
2024 Q2	$132K	Buy	2,150 +3	+0.1%	+$180	0.03%	292
2024 Q1	$133K	Buy	2,147 +2	+0.1%	+$120	0.03%	269
2023 Q4	$123K	Buy	2,145 +15	+0.7%	+$817	0.03%	270
2023 Q3	$115K	Buy	2,130 +680	+47%	+$38K	0.04%	264
2023 Q2	$81.4K	Hold	1,450	–	–	0.03%	337
2023 Q1	$79.1K	Buy	+1,450	New	+$79.6K	0.03%	329

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Key Financial Inc's IYH Position: Q2 2026 in Review

Key Financial Inc increased its iShares US Healthcare ETF (IYH) stake by 0.21% in Q2 2026, buying an estimated $250 and bringing the position to 1,865 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #382.

Key Financial Inc first reported a position in IYH in Q1 2023 and has held it in 14 quarters since. The position peaked at $133K in Q1 2024. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Key Financial Inc held 1,865 shares of iShares US Healthcare ETF worth $125K as of Q2 2026.
Key Financial Inc bought 4 iShares US Healthcare ETF shares in Q2 2026, an estimated $250.
iShares US Healthcare ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #382 holding.
Key Financial Inc first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 14 quarters since.
Key Financial Inc's iShares US Healthcare ETF position peaked at $133K in Q1 2024.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.