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KMG Fiduciary Partners’s iShares US Healthcare ETF IYH Stock Holding History

KMG Fiduciary Partners’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 		$1.1M Sell
16,345
-439
-3% -$27.5K 0.1% 122
2026
Q1 		$1.03M Hold
16,784
– – 0.08% 167
2025
Q4 		$1.09M Hold
16,784
– – 0.08% 160
2025
Q3 		$986K Hold
16,784
– – 0.07% 190
2025
Q2 		$948K Sell
16,784
-6
-0% -$338 0.07% 187
2025
Q1 		$1.02M Buy
16,790
+850
+5% +$51.9K 0.08% 179
2024
Q4 		$929K Hold
15,940
– – 0.08% 180
2024
Q3 		$1.04M Sell
15,940
-910
-5% -$58.1K 0.09% 168
2024
Q2 		$1.03M Sell
16,850
-225
-1% -$13.5K 0.1% 144
2024
Q1 		$1.06M Buy
17,075
+525
+3% +$31.6K 0.11% 140
2023
Q4 		$947K Sell
16,550
-90
-0.5% -$4.9K 0.11% 142
2023
Q3 		$899K Sell
16,640
-740
-4% -$41.4K 0.12% 140
2023
Q2 		$974K Buy
17,380
+1,345
+8% +$74.7K 0.13% 139
2023
Q1 		$876K Sell
16,035
-80
-0.5% -$4.39K 0.13% 149
2022
Q4 		$914K Hold
16,115
– – 0.15% 129
2022
Q3 		$815K Sell
16,115
-1,295
-7% -$70K 0.16% 114
2022
Q2 		$936K Sell
17,410
-820
-4% -$45K 0.17% 108
2022
Q1 		$1.05M Buy
18,230
+1,855
+11% +$104K 0.17% 104
2021
Q4 		$984K Buy
16,375
+265
+2% +$15.1K 0.15% 104
2021
Q3 		$889K Hold
16,110
– – 0.15% 106
2021
Q2 		$879K Buy
16,110
+1,280
+9% +$67.7K 0.16% 103
2021
Q1 		$749K Buy
14,830
+1,445
+11% +$72.6K 0.15% 108
2020
Q4 		$658K Buy
13,385
+325
+2% +$15.3K 0.14% 111
2020
Q3 		$593K Buy
13,060
+270
+2% +$12.2K 0.15% 103
2020
Q2 		$552K Sell
12,790
-950
-7% -$40.1K 0.15% 89
2020
Q1 		$516K Sell
13,740
-3,075
-18% -$126K 0.17% 88
2019
Q4 		$725K Sell
16,815
-765
-4% -$30.9K 0.22% 76
2019
Q3 		$665K Sell
17,580
-12,630
-42% -$486K 0.23% 70
2019
Q2 		$1.18M Buy
30,210
+1,115
+4% +$42.2K 0.43% 47
2019
Q1 		$1.13M Buy
29,095
+3,745
+15% +$142K 0.43% 45
2018
Q4 		$917K Buy
+25,350
New +$971K 0.42% 48

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

KMG Fiduciary Partners's IYH Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its iShares US Healthcare ETF (IYH) stake by 2.6% in Q2 2026, selling an estimated $27.5K and leaving 16,345 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #122.

KMG Fiduciary Partners first reported a position in IYH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.18M in Q2 2019. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • KMG Fiduciary Partners held 16,345 shares of iShares US Healthcare ETF worth $1.1M as of Q2 2026.
  • KMG Fiduciary Partners sold 439 iShares US Healthcare ETF shares in Q2 2026, an estimated $27.5K.
  • iShares US Healthcare ETF made up 0.1% of KMG Fiduciary Partners's portfolio in Q2 2026, its #122 holding.
  • KMG Fiduciary Partners first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's iShares US Healthcare ETF position peaked at $1.18M in Q2 2019.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.