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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

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 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. 244 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.
  • 244 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.