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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
Q2 		$304K Hold
4,540
– – 0.04% 151
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

KKM Financial's IYH Position: Q2 2026 in Review

KKM Financial held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 4,540 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #151.

KKM Financial first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • KKM Financial held 4,540 shares of iShares US Healthcare ETF worth $304K as of Q2 2026.
  • KKM Financial left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up 0.04% of KKM Financial's portfolio in Q2 2026, its #151 holding.
  • KKM Financial first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.