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Keystone Financial Group (Kentucky)’s iShares US Healthcare ETF IYH Stock Holding History

Keystone Financial Group (Kentucky)’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
2025
Q4 		– Sell
-1,720
Closed -$101K – 465
2025
Q3 		$101K Buy
+1,720
New +$98K 0.01% 417

Other funds holding IYH

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IYH Position: Q4 2025 in Review

Keystone Financial Group (Kentucky) sold out of iShares US Healthcare ETF (IYH) in Q4 2025, closing a stake of 1,720 shares — an estimated $101K sold.

Keystone Financial Group (Kentucky) first reported a position in IYH in Q3 2025 and held it in 1 quarter. The position peaked at $101K in Q3 2025. 546 funds tracked by Wall St. Rank hold IYH as of Q4 2025.

  • Keystone Financial Group (Kentucky) reported no remaining iShares US Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 1,720 iShares US Healthcare ETF shares in Q4 2025, an estimated $101K.
  • Keystone Financial Group (Kentucky) first reported a position in iShares US Healthcare ETF in Q3 2025 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s iShares US Healthcare ETF position peaked at $101K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2025, filed 6 Feb 2026.