KKM Financial’s iShares US Healthcare ETF IYH Stock Holding History

KKM Financial’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 Q1	$296K	Hold	4,540	–	–	0.05%	151
2025 Q4	$296K	Hold	4,540	–	–	0.05%	151
2025 Q3	$267K	Hold	4,540	–	–	0.08%	127
2025 Q2	$256K	Hold	4,540	–	–	0.09%	139
2025 Q1	$276K	Hold	4,540	–	–	0.12%	123
2024 Q4	$265K	Hold	4,540	–	–	0.11%	132
2024 Q3	$295K	Hold	4,540	–	–	0.15%	119
2024 Q2	$278K	Hold	4,540	–	–	0.13%	130
2024 Q1	$281K	Sell	4,540 -75	-2%	-$4.51K	0.14%	130
2023 Q4	$264K	Buy	+4,615	New	+$251K	0.17%	110

Other funds holding IYH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KKM Financial's IYH Position: Q1 2026 in Review

KKM Financial held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 4,540 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #151.

KKM Financial first reported a position in IYH in Q4 2023 and has held it in 10 quarters since. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

KKM Financial held 4,540 shares of iShares US Healthcare ETF worth $296K as of Q1 2026.
KKM Financial left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.05% of KKM Financial's portfolio in Q1 2026, its #151 holding.
KKM Financial first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 10 quarters since.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.