Keystone Wealth Services’s iShares US Healthcare ETF IYH Stock Holding History

Keystone 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	$218K	Sell	3,260 -385	-11%	-$24.1K	0.04%	303
2026 Q1	$225K	Hold	3,645	–	–	0.05%	278
2025 Q4	$237K	Hold	3,645	–	–	0.05%	227
2025 Q3	$214K	Hold	3,645	–	–	0.05%	279
2025 Q2	$206K	Hold	3,645	–	–	0.05%	271
2025 Q1	$222K	Sell	3,645 -100	-3%	-$6.11K	0.06%	244
2024 Q4	$218K	Hold	3,745	–	–	0.06%	242
2024 Q3	$243K	Sell	3,745 -140	-4%	-$8.95K	0.07%	222
2024 Q2	$238K	Sell	3,885 -40	-1%	-$2.41K	0.07%	206
2024 Q1	$243K	Hold	3,925	–	–	0.08%	194
2023 Q4	$225K	Sell	3,925 -410	-9%	-$22.3K	0.08%	197
2023 Q3	$234K	Buy	4,335 +125	+3%	+$6.99K	0.09%	184
2023 Q2	$236K	Sell	4,210 -735	-15%	-$40.8K	0.09%	180
2023 Q1	$270K	Sell	4,945 -35	-0.7%	-$1.92K	0.11%	160
2022 Q4	$283K	Buy	4,980 +40	+0.8%	+$2.21K	0.12%	149
2022 Q3	$250K	Buy	+4,940	New	+$267K	0.12%	137
2022 Q1	–	Sell	-3,350	Closed	-$201K	–	187
2021 Q4	$201K	Buy	+3,350	New	+$191K	0.08%	166

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

Keystone Wealth Services's IYH Position: Q2 2026 in Review

Keystone Wealth Services reduced its iShares US Healthcare ETF (IYH) stake by 11% in Q2 2026, selling an estimated $24.1K and leaving 3,260 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #303.

Keystone Wealth Services first reported a position in IYH in Q4 2021 and has held it in 17 quarters since. The position peaked at $283K in Q4 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Keystone Wealth Services held 3,260 shares of iShares US Healthcare ETF worth $218K as of Q2 2026.
Keystone Wealth Services sold 385 iShares US Healthcare ETF shares in Q2 2026, an estimated $24.1K.
iShares US Healthcare ETF made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #303 holding.
Keystone Wealth Services first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 17 quarters since.
Keystone Wealth Services's iShares US Healthcare ETF position peaked at $283K in Q4 2022.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.